11 investment provident funds on the stock index tracking track report today, and they hold 4.0 billion shekels between them.
These are the returns, fees and assets of the investment provident funds on the stock 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.
- מיטב גמל להשקעה עוקב מדדי מניות1.7 billion shekels
- מנורה מבטחים גמל להשקעה עוקב מדדי מניות14.2%
- אלטשולר שחם חיסכון פלוס עוקב מדדי מניות12.5%
- הראל גמל להשקעה עוקב מדדי מניות7.5%
- אנליסט מסלולית - קופת גמל להשקעה עוקב מדדי מניות5.9%
- הפניקס גמל להשקעה עוקב מדדי מניות 234 million shekels
- מגדל גמל להשקעה מסלול עוקב מדדי מניות 223 million shekels
- מור גמל להשקעה - עוקב מדדי מניות 130 million shekels
- כלל גמל לעתיד עוקב מדדי מניות 83.4 million shekels
- אינפיניטי גמל להשקעה עוקב מדדי מניות 28.3 million shekels
- איילון קופת גמל להשקעה עוקב מדדי מניות 1.5 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+14.71%
Average of 10 funds
Lowest fund: הפניקס גמל להשקעה עוקב מדדי מניותHighest fund: אינפיניטי גמל להשקעה עוקב מדדי מניות
3 years, yearly average+17.75%
Average of 3 funds
Lowest fund: הפניקס גמל להשקעה עוקב מדדי מניותHighest fund: מיטב גמל להשקעה עוקב מדדי מניות
5 years, yearly average+11.68%
Average of 3 funds
Lowest fund: הפניקס גמל להשקעה עוקב מדדי מניותHighest fund: מיטב גמל להשקעה עוקב מדדי מניות
Fee on savings0.61%
Average of 10 funds
Lowest fund: אלטשולר שחם חיסכון פלוס עוקב מדדי מניותHighest fund: מור גמל להשקעה - עוקב מדדי מניות
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 stock index tracking track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 11 investment provident funds on the stock index tracking track that reported for September 2026 are listed here.
- מיטב גמל להשקעה עוקב מדדי מניותMeitav
1.7 billion shekels
Fee 0.65%This year +17.08%5 years +17.25%
- מנורה מבטחים גמל להשקעה עוקב מדדי מניותMenora Mivtachim
572 million shekels
Fee 0.57%This year +11.59%5 years +11.93%
- אלטשולר שחם חיסכון פלוס עוקב מדדי מניותAltshuler Shaham
504 million shekels
Fee 0.56%This year +18.26%5 years –
305 million shekels
Fee 0.56%This year +11.52%5 years –
236 million shekels
Fee 0.60%This year +23.00%5 years –
- הפניקס גמל להשקעה עוקב מדדי מניותPhoenix
234 million shekels
Fee 0.60%This year +9.55%5 years +5.87%
223 million shekels
Fee 0.62%This year +9.92%5 years –
130 million shekels
Fee 0.67%This year +10.08%5 years –
83.4 million shekels
Fee 0.63%This year +11.39%5 years –
- אינפיניטי גמל להשקעה עוקב מדדי מניותInfinity
28.3 million shekels
Fee 0.65%This year +24.68%5 years –
1.5 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
- traded stocks3.6 billion shekels9 funds
- flexible index tracking1.7 billion shekels12 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
1 fund stopped reporting in the last three years
These are the questions people ask about these funds.
How many investment provident funds on the stock index tracking track are there?
11 investment provident funds on the stock index tracking track reported for September 2026. Together they hold 4.0 billion shekels, and one more stopped reporting in the last three years.
What is the average fee of the investment provident funds on the stock index tracking track?
The average fee on savings is 0.61% a year, over the 10 investment provident funds on the stock index tracking track that report one. Every fund counts once, whatever its size.
Which of the investment provident funds on the stock index tracking track has the highest return over 5 years?
מיטב גמל להשקעה עוקב מדדי מניות has the highest average yearly return over 5 years, +17.25%, of the 3 investment provident funds on the stock index tracking track with a 5-year figure. The lowest is הפניקס גמל להשקעה עוקב מדדי מניות, with +5.87%. 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.