15 investment provident funds on the S&P 500 index track report today, and they hold 12.8 billion shekels between them.
These are the returns, fees and assets of the investment provident funds on the S&P 500 index 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.
- הפניקס גמל להשקעה עוקב מדד S&P 5003.4 billion shekels
- הראל גמל להשקעה עוקב מדד S&P 5002.3 billion shekels
- מיטב גמל להשקעה עוקב מדד S&P 50010.1%
- מור גמל להשקעה - עוקב מדד S&P 5009.4%
- אנליסט מסלולית - קופת גמל להשקעה עוקב מדד S&P 5008.3%
- מגדל גמל להשקעה עוקב מדד S&P 5007.7%
- אלטשולר שחם חיסכון פלוס עוקב מדד S&P 5006.9%
- כלל גמל לעתיד עוקב מדד S&P 5006.6%
- מנורה מבטחים גמל להשקעה עוקב מדד S&P 500
- ילין לפידות קופת גמל להשקעה מסלול עוקב מדד S&P 500 120 million shekels
- אינפיניטי גמל להשקעה עוקב מדד S&P 500 29.5 million shekels
- The other 4 funds 13.8 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+7.87%
Average of 14 funds
Lowest fund: אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500Highest fund: מור גמל להשקעה - עוקב מדד S&P 500
3 years, yearly average+13.61%
Average of 8 funds
Lowest fund: הפניקס גמל להשקעה עוקב מדד S&P 500Highest fund: מיטב גמל להשקעה עוקב מדד S&P 500
5 years, yearly average+11.96%
Average of 6 funds
Lowest fund: מור גמל להשקעה - עוקב מדד S&P 500Highest fund: הפניקס גמל להשקעה עוקב מדד S&P 500
Fee on savings0.55%
Average of 14 funds
Lowest fund: עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500Highest fund: מור גמל להשקעה - עוקב מדד S&P 500
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 S&P 500 index track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 15 investment provident funds on the S&P 500 index track that reported for September 2026 are listed here.
- הפניקס גמל להשקעה עוקב מדד S&P 500Phoenix
3.4 billion shekels
Fee 0.58%This year +7.92%5 years +12.33%
2.3 billion shekels
Fee 0.56%This year +7.78%5 years +11.92%
- מיטב גמל להשקעה עוקב מדד S&P 500Meitav
1.3 billion shekels
Fee 0.60%This year +8.00%5 years +11.94%
1.2 billion shekels
Fee 0.71%This year +8.11%5 years +11.47%
1.1 billion shekels
Fee 0.56%This year +7.77%5 years –
- מגדל גמל להשקעה עוקב מדד S&P 500Migdal
984 million shekels
Fee 0.57%This year +7.95%5 years +12.07%
- אלטשולר שחם חיסכון פלוס עוקב מדד S&P 500Altshuler Shaham
876 million shekels
Fee 0.54%This year +7.35%5 years –
847 million shekels
Fee 0.59%This year +8.01%5 years +12.01%
- מנורה מבטחים גמל להשקעה עוקב מדד S&P 500Menora Mivtachim
674 million shekels
Fee 0.52%This year +8.03%5 years –
- ילין לפידות קופת גמל להשקעה מסלול עוקב מדד S&P 500Yelin Lapidot
120 million shekels
Fee 0.69%This year +7.85%5 years –
- אינפיניטי גמל להשקעה עוקב מדד S&P 500Infinity
29.5 million shekels
Fee 0.62%This year +8.04%5 years –
- עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500עמ"י - חברה לניהול קופות גמל ענפיות · Closed to the public
6.2 million shekels
Fee 0.39%This year +7.90%5 years –
- יחד רופאים קופת גמל להשקעה - מסלול עוקב מדד 500 S&Pיחד רופאים - חברה לניהול קופות גמל · Closed to the public
3.1 million shekels
Fee 0.39%This year +8.06%5 years –
2.5 million shekels
Fee –This year –5 years –
- הנדסאים קופה להשקעה - מסלול עוקב מדד S&P 500הנדסאים וטכנאים - חברה לניהול קופות גמל · Closed to the public
2.1 million shekels
Fee 0.44%This year +7.43%5 years –
These are the other tracks of the investment provident funds.
- general37.1 billion shekels18 funds
- stocks34.5 billion shekels18 funds
- credit and bonds4.5 billion shekels25 funds
- stock index tracking4.0 billion shekels11 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
These are the questions people ask about these funds.
How many investment provident funds on the S&P 500 index track are there?
15 investment provident funds on the S&P 500 index track reported for September 2026. Together they hold 12.8 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the investment provident funds on the S&P 500 index track?
The average fee on savings is 0.55% a year, over the 14 investment provident funds on the S&P 500 index track that report one. Every fund counts once, whatever its size.
Which of the investment provident funds on the S&P 500 index track has the highest return over 5 years?
הפניקס גמל להשקעה עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.33%, of the 6 investment provident funds on the S&P 500 index track with a 5-year figure. The lowest is מור גמל להשקעה - עוקב מדד S&P 500, with +11.47%. 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.