13 pension funds on the credit and bonds track report today, and they hold 2.1 billion shekels between them.
These are the returns, fees and assets of the pension funds on the credit and bonds 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+3.22%
Average of 13 funds
Lowest fund: הפניקס פנסיה משלימה - אשראי ואג"חHighest fund: מור פנסיה מקיפה - אשראי ואג"ח
3 years, yearly average+6.56%
Average of 12 funds
Lowest fund: הפניקס פנסיה משלימה - אשראי ואג"חHighest fund: מור פנסיה מקיפה - אשראי ואג"ח
5 years, yearly average+4.35%
Average of 10 funds
Lowest fund: הפניקס פנסיה משלימה - אשראי ואג"חHighest fund: מנורה מבטחים פנסיה אשראי ואג"ח
Fee on savings0.16%
Average of 13 funds
Lowest fund: מיטב פנסיה מקיפה אשראי ואג"חHighest fund: מנורה מבטחים משלימה אשראי ואג"ח
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 pension funds on the credit and bonds track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 13 pension funds on the credit and bonds track that reported for September 2026 are listed here.
- מנורה מבטחים פנסיה אשראי ואג"חMenora Mivtachim
384 million shekels
Fee 0.15%This year +4.17%5 years +6.59%
- מגדל מקפת אישית אשראי ואג"חMigdal
377 million shekels
Fee 0.14%This year +3.35%5 years +4.22%
- כלל פנסיה אשראי ואג"חClal
348 million shekels
Fee 0.14%This year +4.10%5 years +4.88%
- הראל פנסיה - אשראי ואג"חHarel
333 million shekels
Fee 0.16%This year +3.99%5 years +4.19%
- מיטב פנסיה מקיפה אשראי ואג"חMeitav
258 million shekels
Fee 0.11%This year +3.71%5 years +5.20%
- הפניקס פנסיה מקיפה אשראי ואג"חPhoenix
211 million shekels
Fee 0.14%This year +3.41%5 years +4.89%
- מנורה מבטחים משלימה אשראי ואג"חMenora Mivtachim
49.2 million shekels
Fee 0.26%This year +2.87%5 years +5.24%
43.6 million shekels
Fee 0.19%This year +4.39%5 years –
- מגדל מקפת משלימה אשראי ואג"חMigdal
25.3 million shekels
Fee 0.18%This year +2.43%5 years +2.50%
- מיטב פנסיה כללית אשראי ואג"חMeitav
15.4 million shekels
Fee 0.14%This year +2.60%5 years +3.68%
- הפניקס פנסיה משלימה - אשראי ואג"חPhoenix
13.5 million shekels
Fee 0.13%This year +1.41%5 years +2.16%
- הראל פנסיה כללית אשראי ואג"חHarel
8.6 million shekels
Fee 0.15%This year +2.14%5 years –
2.7 million shekels
Fee 0.18%This year +3.33%5 years –
These are the other tracks of the pension funds.
- age up to 50327 billion shekels18 funds
- general300 billion shekels8 funds
- stocks144 billion shekels18 funds
- age 50 to 60144 billion shekels18 funds
- S&P 500 index135 billion shekels18 funds
- pension recipients, basic110 billion shekels18 funds
- age 60 and over65.2 billion shekels18 funds
- stock index tracking24.2 billion shekels18 funds
- Jewish law15.1 billion shekels16 funds
- traded stocks13.5 billion shekels16 funds
- existing pension recipients13.2 billion shekels20 funds
- mixed traded assets5.2 billion shekels18 funds
These are the questions people ask about these funds.
How many pension funds on the credit and bonds track are there?
13 pension funds on the credit and bonds track reported for September 2026. Together they hold 2.1 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the pension funds on the credit and bonds track?
The average fee on savings is 0.16% a year, over the 13 pension funds on the credit and bonds track that report one. Every fund counts once, whatever its size.
Which of the pension funds on the credit and bonds track has the highest return over 5 years?
מנורה מבטחים פנסיה אשראי ואג"ח has the highest average yearly return over 5 years, +6.59%, of the 10 pension funds on the credit and bonds track with a 5-year figure. The lowest is הפניקס פנסיה משלימה - אשראי ואג"ח, with +2.16%. 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.