11 study funds on the traded stocks track report today, and they hold 9.6 billion shekels between them.
These are the returns, fees and assets of the study funds on the traded stocks 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+11.44%
Average of 10 funds
Lowest fund: הפניקס השתלמות מניות סחירHighest fund: מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים מניות סחיר
Fee on savings0.48%
Average of 7 funds
Lowest fund: קרן החיסכון לצבא הקבע - מניות סחירHighest fund: מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים מניות סחיר
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 11 study funds on the traded stocks track that reported for September 2026 are listed here.
2.4 billion shekels
Fee 0.65%This year +15.67%5 years –
- הראל השתלמות מניות סחירHarel
2.1 billion shekels
Fee 0.49%This year +9.58%5 years –
- הפניקס השתלמות מניות סחירPhoenix
1.5 billion shekels
Fee 0.49%This year +8.53%5 years –
- מגדל השתלמות מניות סחירMigdal
946 million shekels
Fee 0.51%This year +10.29%5 years –
- כלל השתלמות מניות סחירClal
814 million shekels
Fee –This year +12.07%5 years –
- מנורה מבטחים השתלמות מסלול מניות סחירMenora Mivtachim
785 million shekels
Fee 0.50%This year +10.81%5 years +10.50%
- מיטב השתלמות מניות סחירMeitav
581 million shekels
Fee 0.57%This year +15.26%5 years –
- ילין לפידות קרן השתלמות מסלול מניות סחירYelin Lapidot
293 million shekels
Fee –This year +12.08%5 years –
- קרן החיסכון לצבא הקבע - מניות סחירקרן החסכון לצבא הקבע - חברה לניהול קופות גמל · Closed to the public
260 million shekels
Fee 0.18%This year +9.50%5 years –
- איילון קרן השתלמות מניות סחירAyalon
23.7 million shekels
Fee –This year –5 years –
- אומגה קרן השתלמות מסלול מניות סחירMenora Mivtachim · Closed to the public
5.9 million shekels
Fee –This year +10.62%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
- 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
- traded bonds698 million shekels8 funds
- sustainability541 million shekels3 funds
These are the questions people ask about these funds.
How many study funds on the traded stocks track are there?
11 study funds on the traded stocks track reported for September 2026. Together they hold 9.6 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the study funds on the traded stocks track?
The average fee on savings is 0.48% a year, over the 7 study funds on the traded stocks track that report one. Every fund counts once, whatever its size.
Which of the study funds on the traded stocks track has the highest return over 5 years?
Fewer than two of the study funds on the traded stocks 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.