18 pension funds on the mixed traded assets track report today, and they hold 5.2 billion shekels between them.
These are the returns, fees and assets of the pension funds on the mixed traded assets 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.
- מיטב פנסיה מקיפה משולב סחיר2.7 billion shekels
- כלל פנסיה משולב סחיר17.3%
- מנורה מבטחים פנסיה משולב סחיר8.8%
- מגדל מקפת אישית משולב סחיר4.6%
- מיטב פנסיה כללית משולב סחיר 218 million shekels
- הראל פנסיה- משולב סחיר 187 million shekels
- מור פנסיה מקיפה - משולב סחיר 186 million shekels
- הפניקס פנסיה מקיפה משולב סחיר 108 million shekels
- The other 7 funds 79.2 million shekels
- אינפיניטי פנסיה מקיפה משולב סחיר 55.0 million shekels
- כלל פנסיה משלימה משולב סחיר 49.0 million shekels
- אלטשולר שחם פנסיה מקיפה משולב סחיר 33.3 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+7.44%
Average of 18 funds
Lowest fund: אינפיניטי פנסיה כללית משולב סחירHighest fund: מיטב פנסיה כללית משולב סחיר
3 years, yearly average+14.55%
Average of 16 funds
Lowest fund: הראל פנסיה כללית משולב סחירHighest fund: מיטב פנסיה כללית משולב סחיר
Fee on savings0.16%
Average of 18 funds
Lowest fund: מיטב פנסיה מקיפה משולב סחירHighest fund: מנורה מבטחים משלימה משולב סחיר
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 mixed traded assets 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 mixed traded assets track that reported for September 2026 are listed here.
- מיטב פנסיה מקיפה משולב סחירMeitav
2.7 billion shekels
Fee 0.11%This year +10.05%5 years –
- כלל פנסיה משולב סחירClal
892 million shekels
Fee 0.14%This year +8.94%5 years –
- מנורה מבטחים פנסיה משולב סחירMenora Mivtachim
451 million shekels
Fee 0.15%This year +6.52%5 years –
- מגדל מקפת אישית משולב סחירMigdal
239 million shekels
Fee 0.14%This year +8.06%5 years –
- מיטב פנסיה כללית משולב סחירMeitav
218 million shekels
Fee 0.14%This year +11.63%5 years –
- הראל פנסיה- משולב סחירHarel
187 million shekels
Fee 0.16%This year +8.65%5 years –
186 million shekels
Fee 0.19%This year +8.60%5 years –
- הפניקס פנסיה מקיפה משולב סחירPhoenix
108 million shekels
Fee 0.14%This year +7.37%5 years –
- אינפיניטי פנסיה מקיפה משולב סחירInfinity
55.0 million shekels
Fee 0.18%This year +7.87%5 years –
49.0 million shekels
Fee 0.19%This year +8.00%5 years –
- אלטשולר שחם פנסיה מקיפה משולב סחירAltshuler Shaham
33.3 million shekels
Fee 0.15%This year +6.55%5 years –
- מנורה מבטחים משלימה משולב סחירMenora Mivtachim
24.3 million shekels
Fee 0.26%This year +5.21%5 years –
- מגדל מקפת משלימה משולב סחירMigdal
16.4 million shekels
Fee 0.18%This year +7.13%5 years –
15.8 million shekels
Fee 0.18%This year +6.99%5 years –
- הראל פנסיה כללית משולב סחירHarel
12.4 million shekels
Fee 0.15%This year +6.95%5 years –
- הפניקס פנסיה משלימה משולב סחירPhoenix
7.8 million shekels
Fee 0.13%This year +5.84%5 years –
- אינפיניטי פנסיה כללית משולב סחירInfinity
1.8 million shekels
Fee 0.17%This year +4.24%5 years –
- אלטשולר שחם פנסיה כללית משולב סחירAltshuler Shaham
0.7 million shekels
Fee 0.18%This year +5.25%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
- flexible index tracking2.6 billion shekels18 funds
These are the questions people ask about these funds.
How many pension funds on the mixed traded assets track are there?
18 pension funds on the mixed traded assets track reported for September 2026. Together they hold 5.2 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the pension funds on the mixed traded assets track?
The average fee on savings is 0.16% a year, over the 18 pension funds on the mixed traded assets track that report one. Every fund counts once, whatever its size.
Which of the pension funds on the mixed traded assets track has the highest return over 5 years?
Fewer than two of the pension funds on the mixed traded assets 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.