8 pension funds on the bond index tracking track report today, and they hold 191 million shekels between them.
These are the returns, fees and assets of the pension funds on the bond 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.
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year-2.96%
Average of 8 funds
Lowest fund: מגדל מקפת משלימה עוקב מדדי אג"חHighest fund: מור פנסיה כללית עוקבי מדדים עוקב מדדי אג"ח
Fee on savings0.16%
Average of 8 funds
Lowest fund: הפניקס פנסיה משלימה עוקב מדדי אג"חHighest fund: מור פנסיה מקיפה עוקבי מדדים עוקב מדדי אג"ח
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 8 pension funds on the bond index tracking track that reported for September 2026 are listed here.
- הראל פנסיה עוקב מדדי אג"חHarel
76.8 million shekels
Fee 0.16%This year -2.63%5 years –
53.8 million shekels
Fee 0.14%This year -3.54%5 years +1.47%
- מגדל מקפת אישית עוקב מדדי אג"חMigdal
43.0 million shekels
Fee 0.14%This year -2.79%5 years –
5.5 million shekels
Fee 0.15%This year -5.55%5 years –
- מגדל מקפת משלימה עוקב מדדי אג"חMigdal
4.6 million shekels
Fee 0.18%This year -6.20%5 years –
4.3 million shekels
Fee 0.19%This year -2.95%5 years –
- הפניקס פנסיה משלימה עוקב מדדי אג"חPhoenix
2.5 million shekels
Fee 0.13%This year -5.53%5 years –
0.0 million shekels
Fee 0.18%This year +5.54%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
1 fund stopped reporting in the last three years
These are the questions people ask about these funds.
How many pension funds on the bond index tracking track are there?
8 pension funds on the bond index tracking track reported for September 2026. Together they hold 191 million shekels, and one more stopped reporting in the last three years.
What is the average fee of the pension funds on the bond index tracking track?
The average fee on savings is 0.16% a year, over the 8 pension funds on the bond index tracking track that report one. Every fund counts once, whatever its size.
Which of the pension funds on the bond index tracking track has the highest return over 5 years?
Fewer than two of the pension funds on the bond index tracking 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.