8 study funds on the traded bonds track report today, and they hold 698 million shekels between them.
These are the returns, fees and assets of the study funds on the traded bonds 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+2.55%
Average of 8 funds
Lowest fund: מיטב השתלמות אג"ח סחירHighest fund: מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים אג"ח עם מניות (עד 25%)
Fee on savings0.56%
Average of 7 funds
Lowest fund: הראל השתלמות מסלול סחיר- אג"ח עם מניות (עד 25% מניות)Highest fund: מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים אג"ח סחיר
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 8 study funds on the traded bonds track that reported for September 2026 are listed here.
171 million shekels
Fee 0.53%This year +4.87%5 years –
- הראל השתלמות אג"ח סחירHarel
134 million shekels
Fee 0.50%This year +2.85%5 years –
129 million shekels
Fee 0.41%This year +3.68%5 years –
116 million shekels
Fee 0.67%This year +4.89%5 years –
- הפניקס השתלמות אג"ח סחירPhoenix
53.0 million shekels
Fee 0.55%This year +2.51%5 years –
49.5 million shekels
Fee 0.67%This year +3.54%5 years –
- מיטב השתלמות אג"ח סחירMeitav
23.8 million shekels
Fee 0.57%This year -4.82%5 years –
- כלל השתלמות אג"ח סחירClal
22.0 million shekels
Fee –This year +2.86%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
- stock index tracking7.2 billion shekels13 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
- sustainability541 million shekels3 funds
These are the questions people ask about these funds.
How many study funds on the traded bonds track are there?
8 study funds on the traded bonds track reported for September 2026. Together they hold 698 million shekels, and none has stopped reporting in the last three years.
What is the average fee of the study funds on the traded bonds track?
The average fee on savings is 0.56% a year, over the 7 study funds on the traded bonds track that report one. Every fund counts once, whatever its size.
Which of the study funds on the traded bonds track has the highest return over 5 years?
Fewer than two of the study funds on the traded bonds 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.