dataoncapital

Find data about Israeli provident & pension funds

Search, filter and compare. All returns are nominal gross. Source: Israel Capital Markets Authority.
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Returns are nominal gross · Amounts in ₪M · Flows per periodFebruary 2026

#	Fund	Mo %	YTD %	3yr %	5yr %	AUM ▼	Net flow	Alpha	Fee %	Liquidity	Since
1	Meitav Education Fund General MeitavEducation FundGeneral	0.73	2.79	13.61	9.08	₪32.8B	↑ ₪446M	+0.96	0.60	81%	2003
2	Altshuler Shaham Education Fund General Altshuler ShahamEducation FundGeneral	-0.03	1.62	11.67	6.34	₪30.9B	↓ ₪1.1B	-2.64	0.69	82%	2004
3	Teachers & Kindergarten Teachers Education Fund General Track Teachers & Kindergarten Teachers Education FundEducation FundGeneral	1.46	3.10	13.54	8.22	₪28.9B	↑ ₪38M	+0.24	0.12	78%	1970
4	Altshuler Shaham Provident Age 50-60 Altshuler ShahamProvidentAge-graded	-0.11	1.54	11.17	6.15	₪27.1B	↓ ₪746M	-2.64	0.64	81%	2015
5	Mor Education Fund General MorEducation FundGeneral	0.85	2.98	13.35	9.19	₪26.5B	↓ ₪8M	+1.20	0.70	77%	2018
6	Yelin Lapidot Education Fund General Track Yelin LapidotEducation FundGeneral	0.46	1.87	13.11	8.57	₪24.3B	↓ ₪462M	+0.72	0.68	88%	2005
7	Phoenix Education Fund General PhoenixEducation FundGeneral	0.54	2.64	13.55	8.71	₪23.1B	↑ ₪270M	-0.12	0.65	78%	2003
8	Meitav Provident Age 50-60 MeitavProvidentAge-graded	0.73	2.83	13.72	9.21	₪22.2B	↑ ₪532M	+0.96	0.53	82%	1970
9	Clal Education Fund General ClalEducation FundGeneral	0.98	3.67	13.45	8.64	₪21.3B	↑ ₪9M	-0.24	0.54	75%	1991
10	Analyst Education Fund General AnalystEducation FundGeneral	0.19	1.92	14.47	9.39	₪20.9B	↑ ₪514M	+1.08	0.62	91%	2003
11	Migdal Education Fund General MigdalEducation FundGeneral	0.62	2.83	12.73	8.57	₪19.9B	↓ ₪69M	+0.36	0.54	77%	1997
12	Alpha Mor Savings Age 50-60 MorProvidentAge-graded	0.96	3.10	12.60	8.63	₪17.2B	↓ ₪56M	+0.84	0.66	77%	2018
13	Analyst Education Fund Equities AnalystEducation FundActive Management	0.29	3.61	22.76	13.80	₪16.6B	↑ ₪32M	+0.12	0.63	95%	2003
14	Meitav Provident Over 60 MeitavProvidentAge-graded	0.52	1.90	10.31	6.92	₪15.7B	↑ ₪206M	+1.20	0.56	82%	1994
15	Harel Education Fund General HarelEducation FundGeneral	0.75	3.20	11.95	8.15	₪14.8B	↓ ₪49M	+0.24	0.60	77%	1995
16	Harel Provident Over 60 HarelProvidentAge-graded	0.55	2.11	8.50	5.50	₪13.4B	↓ ₪121M	+0.12	0.56	75%	2016
17	Yelin Lapidot Provident Track Age 50-60 Yelin LapidotProvidentAge-graded	0.49	1.88	13.13	8.61	₪13.3B	↓ ₪267M	+0.84	0.63	89%	2015
18	Yelin Lapidot Education Fund Equities Track Yelin LapidotEducation FundActive Management	0.76	3.62	22.03	14.25	₪13.1B	↓ ₪87M	+0.84	0.67	92%	2014
19	Mor Education Fund Equities MorEducation FundActive Management	1.17	5.94	22.21	13.88	₪12.9B	↑ ₪227M	+0.36	0.71	85%	2018
20	Menora Mivtachim Education Fund General Menora MivtachimEducation FundGeneral	0.85	3.13	13.15	8.44	₪12.9B	↑ ₪54M	-0.12	0.63	79%	2003
21	Clal Tamar Over 60 ClalProvidentAge-graded	0.56	2.11	9.53	5.85	₪11.3B	↓ ₪61M	-0.60	0.56	73%	2015
22	Phoenix Provident Under 50 PhoenixProvidentAge-graded	0.61	3.25	15.22	8.89	₪11.1B	↑ ₪133M	-1.08	0.62	79%	2015
23	Alpha Mor Savings Over 60 MorProvidentAge-graded	0.76	1.99	9.17	6.49	₪10.3B	↓ ₪151M	+0.96	0.66	78%	2018
24	Agur Teachers in Elementary Schools Colleges & Seminars Education Fund General Track Agur Provident & Education FundEducation FundGeneral	0.96	2.94	14.08	9.43	₪10.2B	↑ ₪23M	+1.56	0.20	85%	1987
25	Phoenix Provident Over 60 PhoenixProvidentAge-graded	0.40	1.69	10.11	6.38	₪10.2B	↑ ₪131M	+0.12	0.60	78%	1980
26	Altshuler Shaham Provident Over 60 Altshuler ShahamProvidentAge-graded	0.22	1.17	8.19	4.59	₪10.1B	↓ ₪360M	-1.20	0.61	83%	2015
27	Phoenix Education Fund S&P 500 Index-Tracking PhoenixEducation FundIndex Tracking	0.16	-1.62	15.03	12.71	₪10.1B	↓ ₪354M	+2.88	0.57	99%	2020
28	High School Teachers & Seminary Instructors Education Fund General Track High School Teachers & Seminary Instructors Education FundEducation FundGeneral	1.57	3.28	13.63	8.45	₪9.5B	↑ ₪3M	+0.60	0.12	78%	1987
29	Meitav Provident Self-Managed MeitavProvidentGeneral	0.00	0.00	0.00	0.00	₪9.3B	↑ ₪28M	-2.76	0.28	68%	2009
30	Phoenix Provident Age 50-60 PhoenixProvidentAge-graded	0.59	2.65	13.63	8.38	₪8.4B	↑ ₪322M	-0.36	0.60	81%	2015
31	Altshuler Shaham Child Savings High Risk Altshuler ShahamChild SavingsAlternative Model	-0.77	2.26	19.10	9.50	₪8.0B	↑ ₪30M	-5.52	0.01	91%	2016
32	Analyst Provident Equities AnalystProvidentActive Management	0.31	3.60	22.58	13.65	₪7.6B	↑ ₪34M	+0.00	0.61	95%	2002
33	Analyst Provident Age 50-60 AnalystProvidentAge-graded	0.41	2.49	14.07	8.72	₪7.5B	↑ ₪126M	+0.72	0.60	92%	2015
34	Yelin Lapidot Provident Track Over 60 Yelin LapidotProvidentAge-graded	0.44	1.50	9.66	5.92	₪7.5B	↓ ₪131M	+0.36	0.63	89%	2015
35	Alpha Mor Savings Under 50 MorProvidentAge-graded	0.87	3.44	14.76	9.80	₪7.4B	↑ ₪18M	+0.48	0.68	80%	2018
36	Analyst Provident Under 50 AnalystProvidentAge-graded	0.15	2.34	16.83	10.37	₪7.2B	↑ ₪129M	+1.20	0.60	91%	2015
37	Harel Education Fund S&P 500 Index-Tracking HarelEducation FundIndex Tracking	0.12	-1.50	15.13	—	₪7.2B	↓ ₪122M	—	0.50	99%	2021
38	Alpha Mor Savings Equities MorProvidentActive Management	1.12	5.89	21.58	13.36	₪7.1B	↑ ₪98M	-0.12	0.67	84%	2018
39	Altshuler Shaham Education Fund Equities Altshuler ShahamEducation FundActive Management	-0.53	2.37	19.30	9.53	₪6.7B	↓ ₪203M	-5.64	0.68	88%	2008
40	Harel Provident Age 50-60 HarelProvidentAge-graded	0.69	3.14	11.91	8.14	₪6.7B	↓ ₪20M	+0.24	0.41	77%	2016
41	Yelin Lapidot Provident Equities Track Yelin LapidotProvidentActive Management	0.85	3.66	22.12	14.69	₪6.5B	↓ ₪70M	+1.08	0.61	92%	2004
42	Analyst Investment Provident Equities AnalystInvestment ProvidentActive Management	0.23	3.56	22.72	13.70	₪6.2B	↓ ₪11M	-0.24	0.61	95%	2016
43	Mor Investment Provident General MorInvestment ProvidentGeneral	0.99	3.16	13.37	8.74	₪5.8B	↑ ₪8M	+0.72	0.72	81%	2018
44	Rom Classic General Rom - Local Authorities Employees Education FundEducation FundGeneral	0.92	3.16	14.05	8.81	₪5.7B	↓ ₪10M	+0.96	0.31	87%	1978
45	Phoenix Education Fund Equities PhoenixEducation FundActive Management	0.65	5.25	22.14	13.26	₪5.5B	↑ ₪363M	-2.52	0.58	90%	2003
46	Meitav Education Fund Equities MeitavEducation FundActive Management	1.11	5.45	22.88	13.62	₪5.5B	↑ ₪456M	-1.20	0.55	90%	2003
47	Phoenix Provident S&P 500 Index-Tracking PhoenixProvidentIndex Tracking	0.15	-1.63	15.07	12.70	₪5.3B	↓ ₪192M	+2.88	0.56	99%	2020
48	Menora Mivtachim Savings Age 50-60 Menora MivtachimProvidentAge-graded	0.81	3.06	12.59	8.10	₪5.0B	↑ ₪19M	-0.48	0.59	79%	2015
49	IDF Career Army Savings Fund General IDF Career Army Savings FundEducation FundGeneral	0.83	3.27	12.27	8.24	₪5.0B	↓ ₪24M	+0.24	0.21	77%	1984
50	Meitav Provident Under 50 MeitavProvidentAge-graded	0.75	3.28	15.23	9.77	₪5.0B	↑ ₪182M	+0.60	0.57	84%	2015

Showing 1–50 of 720 funds