13 study funds on the stock index tracking track report today, and they hold 7.2 billion shekels between them.
These are the returns, fees and assets of the study funds on the stock 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.
- מיטב השתלמות עוקב מדדי מניות2.7 billion shekels
- אלטשולר שחם השתלמות עוקב מדדי מניות13.4%
- מנורה מבטחים השתלמות עוקב מדדי מניות11.3%
- מגדל השתלמות מסלול עוקב מדדי מניות9.5%
- הראל השתלמות עוקב מדדי מניות7.1%
- אנליסט מסלולית - קרן השתלמות עוקב מדדי מניות5.9%
- מור קרן השתלמות לשכירים ולעצמאים עוקבי מדדים עוקב מדדי מניות
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+14.92%
Average of 12 funds
Lowest fund: הפניקס השתלמות עוקב מדדי מניותHighest fund: אינפיניטי השתלמות עוקב מדדי מניות
Fee on savings0.54%
Average of 12 funds
Lowest fund: קרן החיסכון לצבא הקבע - עוקב מדדי מניותHighest fund: מור קרן השתלמות לשכירים ולעצמאים עוקבי מדדים עוקב מדדי מניות
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 13 study funds on the stock index tracking track that reported for September 2026 are listed here.
- מיטב השתלמות עוקב מדדי מניותMeitav
2.7 billion shekels
Fee 0.56%This year +17.08%5 years –
- אלטשולר שחם השתלמות עוקב מדדי מניותAltshuler Shaham
959 million shekels
Fee 0.59%This year +18.31%5 years –
- מנורה מבטחים השתלמות עוקב מדדי מניותMenora Mivtachim
812 million shekels
Fee 0.60%This year +11.68%5 years –
681 million shekels
Fee 0.54%This year +9.92%5 years –
- הראל השתלמות עוקב מדדי מניותHarel
511 million shekels
Fee 0.51%This year +11.39%5 years –
423 million shekels
Fee 0.62%This year +23.07%5 years –
- הפניקס השתלמות עוקב מדדי מניותPhoenix
348 million shekels
Fee 0.58%This year +9.19%5 years –
324 million shekels
Fee 0.52%This year +11.34%5 years –
272 million shekels
Fee 0.69%This year +10.66%5 years –
- קרן החיסכון לצבא הקבע - עוקב מדדי מניותקרן החסכון לצבא הקבע - חברה לניהול קופות גמל · Closed to the public
82.1 million shekels
Fee 0.18%This year +11.42%5 years –
- אינפיניטי השתלמות עוקב מדדי מניותInfinity
54.2 million shekels
Fee 0.62%This year +27.17%5 years –
- אומגה קרן השתלמות מסלול עוקב מדדי מניותMenora Mivtachim · Closed to the public
26.9 million shekels
Fee 0.46%This year +17.85%5 years –
4.6 million shekels
Fee –This year –5 years –
These are the other tracks of the study funds.
- general332 billion shekels47 funds
- stocks91.3 billion shekels24 funds
- S&P 500 index40.5 billion shekels22 funds
- credit and bonds27.2 billion shekels44 funds
- traded stocks9.6 billion shekels11 funds
- mixed traded assets6.7 billion shekels12 funds
- Jewish law5.8 billion shekels19 funds
- flexible index tracking5.4 billion shekels13 funds
- money market (shekel)1.6 billion shekels11 funds
- government bonds805 million shekels8 funds
- traded bonds698 million shekels8 funds
- sustainability541 million shekels3 funds
These are the questions people ask about these funds.
How many study funds on the stock index tracking track are there?
13 study funds on the stock index tracking track reported for September 2026. Together they hold 7.2 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the study funds on the stock index tracking track?
The average fee on savings is 0.54% a year, over the 12 study funds on the stock index tracking track that report one. Every fund counts once, whatever its size.
Which of the study funds on the stock index tracking track has the highest return over 5 years?
Fewer than two of the study funds on the stock 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.