18 pension funds on the pension recipients, basic track report today, and they hold 110 billion shekels between them.
These are the returns, fees and assets of the pension funds on the pension recipients, basic 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.
- מנורה מבטחים פנסיה בסיסי למקבלי קצבה34.7 billion shekels
- הפניקס פנסיה מקיפה - מסלול בסיסי למקבלי קצבה15.6%
- מגדל מקפת אישית בסיסי למקבלי קצבה15.5%
- הראל פנסיה - בסיסי למקבלי קצבה13.4%
- כלל פנסיה מסלול בסיסי למקבלי קצבה11.9%
- מיטב פנסיה מקיפה בסיסי למקבלי קצבה
- אלטשולר שחם פנסיה מקיפה בסיסי למקבלי קצבה 3.5 billion shekels
- The other 7 funds 1.4 billion shekels
- מנורה מבטחים משלימה - בסיסי למקבלי קצבה 1.2 billion shekels
- כלל פנסיה משלימה בסיסי למקבלי קצבה 747 million shekels
- מגדל מקפת משלימה בסיסי למקבלי קצבה 602 million shekels
- הראל פנסיה כללית - בסיסי למקבלי קצבה 525 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.89%
Average of 18 funds
Lowest fund: הפניקס פנסיה משלימה - מסלול בסיסי למקבלי קצבהHighest fund: מסלול בסיסי למקבלי קצבה
3 years, yearly average+9.51%
Average of 17 funds
Lowest fund: אלטשולר שחם פנסיה כללית בסיסי למקבלי קצבהHighest fund: מסלול בסיסי למקבלי קצבה
5 years, yearly average+6.49%
Average of 14 funds
Lowest fund: אלטשולר שחם פנסיה כללית בסיסי למקבלי קצבהHighest fund: מנורה מבטחים פנסיה בסיסי למקבלי קצבה
Fee on savings0.16%
Average of 18 funds
Lowest fund: מיטב פנסיה מקיפה בסיסי למקבלי קצבהHighest fund: מנורה מבטחים משלימה - בסיסי למקבלי קצבה
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 pension recipients, basic track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 18 pension funds on the pension recipients, basic track that reported for September 2026 are listed here.
- מנורה מבטחים פנסיה בסיסי למקבלי קצבהMenora Mivtachim
34.7 billion shekels
Fee 0.15%This year +6.35%5 years +8.34%
17.2 billion shekels
Fee 0.14%This year +5.50%5 years +8.03%
17.1 billion shekels
Fee 0.14%This year +6.24%5 years +8.16%
14.7 billion shekels
Fee 0.16%This year +5.88%5 years +7.68%
13.1 billion shekels
Fee 0.14%This year +7.10%5 years +8.21%
5.3 billion shekels
Fee 0.11%This year +6.18%5 years +8.15%
- אלטשולר שחם פנסיה מקיפה בסיסי למקבלי קצבהAltshuler Shaham
3.5 billion shekels
Fee 0.15%This year +4.99%5 years +7.92%
- מנורה מבטחים משלימה - בסיסי למקבלי קצבהMenora Mivtachim
1.2 billion shekels
Fee 0.26%This year +4.43%5 years +5.05%
747 million shekels
Fee 0.19%This year +7.16%5 years +6.70%
602 million shekels
Fee 0.18%This year +5.43%5 years +5.04%
525 million shekels
Fee 0.15%This year +4.66%5 years +6.10%
516 million shekels
Fee 0.19%This year +8.53%5 years –
456 million shekels
Fee 0.13%This year +1.56%5 years +3.80%
226 million shekels
Fee 0.14%This year +5.42%5 years +6.35%
- אלטשולר שחם פנסיה כללית בסיסי למקבלי קצבהAltshuler Shaham
122 million shekels
Fee 0.18%This year +2.69%5 years +1.32%
48.4 million shekels
Fee 0.18%This year +7.32%5 years –
- מסלול בסיסי למקבלי קצבהInfinity
24.4 million shekels
Fee 0.18%This year +9.93%5 years –
- מסלול בסיסי למקבלי קצבהInfinity
1.4 million shekels
Fee 0.17%This year +6.70%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
- 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
- flexible index tracking2.6 billion shekels18 funds
2 funds stopped reporting in the last three years
These are the questions people ask about these funds.
How many pension funds on the pension recipients, basic track are there?
18 pension funds on the pension recipients, basic track reported for September 2026. Together they hold 110 billion shekels, and 2 more stopped reporting in the last three years.
What is the average fee of the pension funds on the pension recipients, basic track?
The average fee on savings is 0.16% a year, over the 18 pension funds on the pension recipients, basic track that report one. Every fund counts once, whatever its size.
Which of the pension funds on the pension recipients, basic track has the highest return over 5 years?
מנורה מבטחים פנסיה בסיסי למקבלי קצבה has the highest average yearly return over 5 years, +8.34%, of the 14 pension funds on the pension recipients, basic track with a 5-year figure. The lowest is אלטשולר שחם פנסיה כללית בסיסי למקבלי קצבה, with +1.32%. 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.