18 pension funds on the S&P 500 index track report today, and they hold 135 billion shekels between them.
These are the returns, fees and assets of the pension funds on the S&P 500 index 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.
- הראל פנסיה עוקב מדד S&P 50033.1 billion shekels
- מגדל מקפת אישית עוקב מדד S&P 50016.9%
- הפניקס פנסיה מקיפה עוקב מדד S&P 50015.3%
- כלל פנסיה עוקב מדד S&P 50012.9%
- מנורה מבטחים פנסיה עוקב מדד S&P 50012.8%
- מיטב פנסיה מקיפה עוקב מדד S&P 500
- הראל פנסיה כללית עוקב מדד S&P 3.3 billion shekels
- The other 7 funds 2.7 billion shekels
- הפניקס פנסיה משלימה עוקב מדד S&P 500 2.5 billion shekels
- מגדל מקפת משלימה עוקב מדד S&P 500 2.4 billion shekels
- אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500 2.1 billion shekels
- מנורה מבטחים משלימה עוקב מדד S&P 500 1.6 billion shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+7.60%
Average of 18 funds
Lowest fund: אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500Highest fund: כלל פנסיה משלימה עוקב מדד S&P 500
3 years, yearly average+12.87%
Average of 13 funds
Lowest fund: הפניקס פנסיה מקיפה עוקב מדד S&P 500Highest fund: מיטב פנסיה כללית עוקב מדד S&P 500
5 years, yearly average+11.53%
Average of 9 funds
Lowest fund: הראל פנסיה עוקב מדד S&P 500Highest fund: הפניקס פנסיה משלימה עוקב מדד S&P 500
Fee on savings0.16%
Average of 18 funds
Lowest fund: מיטב פנסיה מקיפה עוקב מדד S&P 500Highest fund: מנורה מבטחים משלימה עוקב מדד S&P 500
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 S&P 500 index 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 S&P 500 index track that reported for September 2026 are listed here.
- הראל פנסיה עוקב מדד S&P 500Harel
33.1 billion shekels
Fee 0.16%This year +7.31%5 years +11.03%
- מגדל מקפת אישית עוקב מדד S&P 500Migdal
22.7 billion shekels
Fee 0.14%This year +7.44%5 years +11.24%
- הפניקס פנסיה מקיפה עוקב מדד S&P 500Phoenix
20.7 billion shekels
Fee 0.14%This year +7.31%5 years +11.29%
17.3 billion shekels
Fee 0.14%This year +7.54%5 years +11.12%
- מנורה מבטחים פנסיה עוקב מדד S&P 500Menora Mivtachim
17.2 billion shekels
Fee 0.15%This year +7.51%5 years –
9.2 billion shekels
Fee 0.11%This year +7.35%5 years +11.11%
3.3 billion shekels
Fee 0.15%This year +7.80%5 years +11.84%
- הפניקס פנסיה משלימה עוקב מדד S&P 500Phoenix
2.5 billion shekels
Fee 0.13%This year +7.96%5 years +12.33%
2.4 billion shekels
Fee 0.18%This year +7.96%5 years +12.00%
- אלטשולר שחם פנסיה מקיפה עוקב מדד S&P 500Altshuler Shaham
2.1 billion shekels
Fee 0.15%This year +6.93%5 years –
- מנורה מבטחים משלימה עוקב מדד S&P 500Menora Mivtachim
1.6 billion shekels
Fee 0.26%This year +7.87%5 years –
1.1 billion shekels
Fee 0.19%This year +8.06%5 years –
805 million shekels
Fee 0.14%This year +7.98%5 years +11.85%
561 million shekels
Fee 0.19%This year +7.43%5 years –
- אלטשולר שחם פנסיה כללית עוקב מדד S&P 500Altshuler Shaham
125 million shekels
Fee 0.18%This year +7.37%5 years –
- אינפיניטי מקיפה עוקב מדד S&P 500Infinity
76.0 million shekels
Fee 0.18%This year +7.43%5 years –
43.4 million shekels
Fee 0.18%This year +7.54%5 years –
- אינפיניטי כללית עוקב מדד S&P 500Infinity
3.5 million shekels
Fee 0.17%This year +8.04%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
- 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
- flexible index tracking2.6 billion shekels18 funds
These are the questions people ask about these funds.
How many pension funds on the S&P 500 index track are there?
18 pension funds on the S&P 500 index track reported for September 2026. Together they hold 135 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the pension funds on the S&P 500 index track?
The average fee on savings is 0.16% a year, over the 18 pension funds on the S&P 500 index track that report one. Every fund counts once, whatever its size.
Which of the pension funds on the S&P 500 index track has the highest return over 5 years?
הפניקס פנסיה משלימה עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.33%, of the 9 pension funds on the S&P 500 index track with a 5-year figure. The lowest is הראל פנסיה עוקב מדד S&P 500, with +11.03%. 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.