9 investment provident funds on the traded stocks track report today, and they hold 3.6 billion shekels between them.
These are the returns, fees and assets of the investment provident funds on the traded stocks 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.
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+12.94%
Average of 8 funds
Lowest fund: הפניקס גמל להשקעה מניות סחירHighest fund: מנורה מבטחים גמל להשקעה מסלול מניות סחיר
Fee on savings0.59%
Average of 6 funds
Lowest fund: הפניקס גמל להשקעה מניות סחירHighest fund: מור גמל להשקעה - מניות סחיר
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 9 investment provident funds on the traded stocks track that reported for September 2026 are listed here.
- הראל גמל להשקעה מניות סחירHarel
1.4 billion shekels
Fee 0.54%This year +11.61%5 years –
683 million shekels
Fee 0.67%This year +15.66%5 years –
- הפניקס גמל להשקעה מניות סחירPhoenix
510 million shekels
Fee 0.53%This year +8.40%5 years –
- מגדל גמל להשקעה מניות סחירMigdal
328 million shekels
Fee 0.61%This year +10.27%5 years –
- מנורה מבטחים גמל להשקעה מסלול מניות סחירMenora Mivtachim
262 million shekels
Fee 0.59%This year +18.23%5 years +11.90%
- כלל גמל לעתיד מניות סחירClal
212 million shekels
Fee –This year +12.49%5 years –
- מיטב גמל להשקעה מניות סחירMeitav
135 million shekels
Fee 0.62%This year +15.29%5 years –
- ילין לפידות קופת גמל להשקעה מסלול מניות סחירYelin Lapidot
81.1 million shekels
Fee –This year +11.54%5 years –
7.2 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
- 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 traded stocks track are there?
9 investment provident funds on the traded stocks track reported for September 2026. Together they hold 3.6 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the investment provident funds on the traded stocks track?
The average fee on savings is 0.59% a year, over the 6 investment provident funds on the traded stocks track that report one. Every fund counts once, whatever its size.
Which of the investment provident funds on the traded stocks track has the highest return over 5 years?
Fewer than two of the investment provident funds on the traded stocks 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.