11 investment provident funds on the mixed traded assets 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 mixed traded assets 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 משולב סחיר886 million shekels
- מור גמל להשקעה - משולב סחיר302 million shekels
- אנליסט מסלולית - קופת גמל להשקעה משולב סחיר8.7%
- כלל גמל לעתיד משולב סחיר4.9%
- אלטשולר שחם חיסכון פלוס משולב סחיר 63.2 million shekels
- אינפיניטי גמל להשקעה משולב סחיר 58.5 million shekels
- הפניקס גמל להשקעה משולב סחיר 37.9 million shekels
- הראל גמל להשקעה משולב סחיר 35.3 million shekels
- מגדל גמל להשקעה משולב סחיר 30.9 million shekels
- מנורה מבטחים גמל להשקעה משולב סחיר 21.6 million shekels
- איילון קופת גמל להשקעה משולב סחיר 0.5 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.33%
Average of 10 funds
Lowest fund: אנליסט מסלולית - קופת גמל להשקעה משולב סחירHighest fund: מיטב גמל להשקעה משולב סחיר
Fee on savings0.60%
Average of 8 funds
Lowest fund: אינפיניטי גמל להשקעה משולב סחירHighest fund: מור גמל להשקעה - משולב סחיר
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 11 investment provident funds on the mixed traded assets track that reported for September 2026 are listed here.
- מיטב גמל להשקעה משולב סחירMeitav
886 million shekels
Fee 0.58%This year +11.60%5 years –
302 million shekels
Fee 0.69%This year +8.05%5 years –
144 million shekels
Fee 0.61%This year -0.40%5 years +4.48%
- כלל גמל לעתיד משולב סחירClal
81.2 million shekels
Fee –This year +8.14%5 years –
- אלטשולר שחם חיסכון פלוס משולב סחירAltshuler Shaham
63.2 million shekels
Fee –This year +6.04%5 years –
- אינפיניטי גמל להשקעה משולב סחירInfinity
58.5 million shekels
Fee 0.55%This year +9.73%5 years –
- הפניקס גמל להשקעה משולב סחירPhoenix
37.9 million shekels
Fee 0.59%This year +6.53%5 years –
- הראל גמל להשקעה משולב סחירHarel
35.3 million shekels
Fee 0.56%This year +1.09%5 years –
- מגדל גמל להשקעה משולב סחירMigdal
30.9 million shekels
Fee 0.62%This year +7.06%5 years –
- מנורה מבטחים גמל להשקעה משולב סחירMenora Mivtachim
21.6 million shekels
Fee 0.64%This year +5.49%5 years –
0.5 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
- stock index tracking4.0 billion shekels11 funds
- traded stocks3.6 billion shekels9 funds
- flexible index tracking1.7 billion shekels12 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 mixed traded assets track are there?
11 investment provident funds on the mixed traded assets track reported for September 2026. Together they hold 1.7 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the investment provident funds on the mixed traded assets track?
The average fee on savings is 0.60% a year, over the 8 investment provident funds on the mixed traded assets track that report one. Every fund counts once, whatever its size.
Which of the investment provident funds on the mixed traded assets track has the highest return over 5 years?
Fewer than two of the investment provident funds on the mixed traded assets track have a 5-year return in the report for September 2026.
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.