12 study funds on the mixed traded assets track report today, and they hold 6.7 billion shekels between them.
These are the returns, fees and assets of the study 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 השתלמות משולב סחיר3.2 billion shekels
- מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים משולב סחיר1.3 billion shekels
- אנליסט קרן השתלמות משולב סחיר8.4%
- הראל השתלמות משולב סחיר8.2%
- כלל השתלמות משולב סחיר 268 million shekels
- אלטשולר שחם השתלמות משולב סחיר 241 million shekels
- אינפיניטי השתלמות משולב סחיר 237 million shekels
- הפניקס השתלמות משולב סחיר 133 million shekels
- מגדל השתלמות משולב סחיר 105 million shekels
- מנורה מבטחים השתלמות משולב סחיר 92.6 million shekels
- קרן החיסכון לצבא הקבע - משולב סחיר 16.3 million shekels
- איילון קרן השתלמות משולב סחיר 0.9 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.39%
Average of 11 funds
Lowest fund: אנליסט קרן השתלמות משולב סחירHighest fund: מיטב השתלמות משולב סחיר
3 years, yearly average+13.88%
Average of 3 funds
Lowest fund: אנליסט קרן השתלמות משולב סחירHighest fund: אינפיניטי השתלמות משולב סחיר
5 years, yearly average+9.84%
Average of 3 funds
Lowest fund: אנליסט קרן השתלמות משולב סחירHighest fund: אינפיניטי השתלמות משולב סחיר
Fee on savings0.53%
Average of 10 funds
Lowest fund: קרן החיסכון לצבא הקבע - משולב סחירHighest fund: מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים 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 study 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 12 study funds on the mixed traded assets track that reported for September 2026 are listed here.
- מיטב השתלמות משולב סחירMeitav
3.2 billion shekels
Fee 0.52%This year +11.63%5 years –
1.3 billion shekels
Fee 0.65%This year +7.80%5 years –
- אנליסט קרן השתלמות משולב סחירAnalyst
563 million shekels
Fee 0.62%This year -0.48%5 years +4.56%
- הראל השתלמות משולב סחירHarel
550 million shekels
Fee 0.54%This year +6.48%5 years +6.38%
- כלל השתלמות משולב סחירClal
268 million shekels
Fee –This year +7.93%5 years –
- אלטשולר שחם השתלמות משולב סחירAltshuler Shaham
241 million shekels
Fee 0.58%This year +1.40%5 years –
- אינפיניטי השתלמות משולב סחירInfinity
237 million shekels
Fee 0.59%This year +9.87%5 years +18.58%
- הפניקס השתלמות משולב סחירPhoenix
133 million shekels
Fee 0.55%This year +6.48%5 years –
- מגדל השתלמות משולב סחירMigdal
105 million shekels
Fee 0.52%This year +7.02%5 years –
- מנורה מבטחים השתלמות משולב סחירMenora Mivtachim
92.6 million shekels
Fee 0.56%This year +5.44%5 years –
- קרן החיסכון לצבא הקבע - משולב סחירקרן החסכון לצבא הקבע - חברה לניהול קופות גמל · Closed to the public
16.3 million shekels
Fee 0.18%This year +6.74%5 years –
- איילון קרן השתלמות משולב סחירAyalon
0.9 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
- stock index tracking7.2 billion shekels13 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 mixed traded assets track are there?
12 study funds on the mixed traded assets track reported for September 2026. Together they hold 6.7 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the study funds on the mixed traded assets track?
The average fee on savings is 0.53% a year, over the 10 study funds on the mixed traded assets track that report one. Every fund counts once, whatever its size.
Which of the study funds on the mixed traded assets track has the highest return over 5 years?
אינפיניטי השתלמות משולב סחיר has the highest average yearly return over 5 years, +18.58%, of the 3 study funds on the mixed traded assets track with a 5-year figure. The lowest is אנליסט קרן השתלמות משולב סחיר, with +4.56%. 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.