12 investment provident funds on the flexible index tracking track report today, and they hold 1.7 billion shekels between them.
These are the returns, fees and assets of the investment provident funds on the flexible index tracking track in the Authority's report for September 2026. The list starts with the largest by assets, and the buttons above it sort it by any figure.
Each block is a fund, and its size is the money it holds.
- אנליסט מסלולית - קופת גמל להשקעה עוקב מדדים - גמיש1.0 billion shekels
- מיטב גמל להשקעה עוקב מדדים גמיש8.6%
- הראל גמל להשקעה עוקב מדדים - גמיש7.9%
- מנורה מבטחים גמל להשקעה עוקב מדדים גמיש6.2%
- ילין לפידות קופת גמל להשקעה מסלול עוקב מדדים גמיש
- אלטשולר שחם חיסכון פלוס עוקב מדדים גמיש
- הפניקס גמל להשקעה עוקב מדדים - גמיש 74.8 million shekels
- מגדל גמל להשקעה מסלול עוקב מדדים - גמיש 44.6 million shekels
- כלל גמל לעתיד עוקב מדדים גמיש 28.6 million shekels
- אינפיניטי גמל להשקעה עוקב מדדים גמיש 25.1 million shekels
- מור גמל להשקעה - עוקב מדדים גמיש 18.4 million shekels
- איילון קופת גמל להשקעה עוקב מדדים - גמיש 5.7 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+3.70%
Average of 11 funds
Lowest fund: כלל גמל לעתיד עוקב מדדים גמישHighest fund: הראל גמל להשקעה עוקב מדדים - גמיש
3 years, yearly average+10.89%
Average of 7 funds
Lowest fund: כלל גמל לעתיד עוקב מדדים גמישHighest fund: אנליסט מסלולית - קופת גמל להשקעה עוקב מדדים - גמיש
5 years, yearly average+7.90%
Average of 4 funds
Lowest fund: הפניקס גמל להשקעה עוקב מדדים - גמישHighest fund: אנליסט מסלולית - קופת גמל להשקעה עוקב מדדים - גמיש
Fee on savings0.62%
Average of 11 funds
Lowest fund: אינפיניטי גמל להשקעה עוקב מדדים גמישHighest fund: מור גמל להשקעה - עוקב מדדים גמיש
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
This chart shows the average return of the investment provident funds on the flexible index tracking track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 12 investment provident funds on the flexible index tracking track that reported for September 2026 are listed here.
1.0 billion shekels
Fee 0.61%This year +4.12%5 years +15.37%
- מיטב גמל להשקעה עוקב מדדים גמישMeitav
149 million shekels
Fee 0.67%This year +4.64%5 years +5.25%
137 million shekels
Fee 0.56%This year +7.12%5 years –
- מנורה מבטחים גמל להשקעה עוקב מדדים גמישMenora Mivtachim
107 million shekels
Fee 0.67%This year +6.24%5 years –
- הפניקס גמל להשקעה עוקב מדדים - גמישPhoenix
74.8 million shekels
Fee 0.64%This year +2.09%5 years +3.67%
- ילין לפידות קופת גמל להשקעה מסלול עוקב מדדים גמישYelin Lapidot
66.4 million shekels
Fee 0.68%This year +0.96%5 years –
- אלטשולר שחם חיסכון פלוס עוקב מדדים גמישAltshuler Shaham
46.2 million shekels
Fee 0.59%This year +5.03%5 years –
44.6 million shekels
Fee 0.63%This year +1.66%5 years –
28.6 million shekels
Fee 0.61%This year +0.80%5 years –
- אינפיניטי גמל להשקעה עוקב מדדים גמישInfinity
25.1 million shekels
Fee 0.50%This year +6.86%5 years +7.31%
18.4 million shekels
Fee 0.71%This year +1.21%5 years –
5.7 million shekels
Fee –This year –5 years –
These are the other tracks of the investment provident funds.
- general37.1 billion shekels18 funds
- stocks34.5 billion shekels18 funds
- S&P 500 index12.8 billion shekels15 funds
- credit and bonds4.5 billion shekels25 funds
- stock index tracking4.0 billion shekels11 funds
- traded stocks3.6 billion shekels9 funds
- mixed traded assets1.7 billion shekels11 funds
- Jewish law812 million shekels9 funds
- money market (shekel)390 million shekels10 funds
- traded bonds241 million shekels9 funds
- bond index tracking155 million shekels7 funds
- government bonds47.8 million shekels3 funds
3 funds stopped reporting in the last three years
These are the questions people ask about these funds.
How many investment provident funds on the flexible index tracking track are there?
12 investment provident funds on the flexible index tracking track reported for September 2026. Together they hold 1.7 billion shekels, and 3 more stopped reporting in the last three years.
What is the average fee of the investment provident funds on the flexible index tracking track?
The average fee on savings is 0.62% a year, over the 11 investment provident funds on the flexible index tracking track that report one. Every fund counts once, whatever its size.
Which of the investment provident funds on the flexible index tracking track has the highest return over 5 years?
אנליסט מסלולית - קופת גמל להשקעה עוקב מדדים - גמיש has the highest average yearly return over 5 years, +15.37%, of the 4 investment provident funds on the flexible index tracking track with a 5-year figure. The lowest is הפניקס גמל להשקעה עוקב מדדים - גמיש, with +3.67%. These returns are before management fees.
Are these returns before or after management fees?
They are before. The Authority states that the returns it reports are before the fund's management fees, so a saver's own return is lower by the fee on savings.
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.