Search, filter and compare. All returns are nominal gross. Source: Israel Capital Markets Authority.
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| Fund | Trend | Mo % | YTD % | 3yr % | 5yr % | AUM ▼ | Net flow | Alpha | Fee % | Liquidity | Since |
|---|---|---|---|---|---|---|---|---|---|---|---|
Meitav Education Fund General | 1.69 | 6.90 | 12.59 | 8.06 | ₪36.4B | ↑ ₪164M | +1.32 | 0.60 | 81% | 2003 | |
Teachers & Kindergarten Teachers Education Fund General Track | 1.12 | 8.54 | 12.53 | 7.80 | ₪30.8B | ↑ ₪108M | +1.32 | 0.12 | 79% | 1970 | |
Mor Education Fund General | 1.65 | 7.69 | 12.49 | 8.47 | ₪27.9B | ↓ ₪79M | +1.80 | 0.70 | 75% | 2018 | |
Altshuler Shaham Education Fund General | 1.93 | 6.46 | 11.22 | 6.05 | ₪26.6B | ↓ ₪756M | -1.08 | 0.69 | 81% | 2004 | |
Meitav Provident Age 50-60 | 1.68 | 6.89 | 12.65 | 8.07 | ₪25.5B | ↑ ₪317M | +1.32 | 0.53 | 82% | 1970 | |
Phoenix Education Fund General | 1.22 | 6.48 | 12.67 | 8.00 | ₪24.6B | ↑ ₪15M | +0.72 | 0.65 | 79% | 2003 | |
Altshuler Shaham Provident Age 50-60 | 1.90 | 6.32 | 10.84 | 5.81 | ₪24.2B | ↓ ₪521M | -1.20 | 0.64 | 81% | 2015 | |
Clal Education Fund General | 1.50 | 8.41 | 13.11 | 8.03 | ₪24.2B | ↑ ₪457M | +0.84 | 0.54 | 77% | 1991 | |
Analyst Education Fund General | 0.63 | 6.20 | 12.67 | 8.47 | ₪22.3B | ↑ ₪103M | +1.68 | 0.62 | 91% | 2003 | |
Yelin Lapidot Education Fund General Track | 1.32 | 5.60 | 11.32 | 7.51 | ₪21.8B | ↓ ₪674M | +1.08 | 0.68 | 89% | 2005 | |
Migdal Education Fund General | 1.26 | 6.95 | 11.77 | 7.66 | ₪21.1B | ↑ ₪126M | +0.72 | 0.54 | 77% | 1997 | |
Analyst Education Fund Equities | 2.03 | 10.25 | 19.37 | 12.05 | ₪17.5B | ↓ ₪1M | +1.20 | 0.63 | 95% | 2003 | |
Alpha Mor Savings Age 50-60 | 1.46 | 7.01 | 11.49 | 7.79 | ₪17.5B | ↓ ₪70M | +1.20 | 0.66 | 76% | 2018 | |
Meitav Provident Over 60 | 1.23 | 5.24 | 9.56 | 6.19 | ₪17.0B | ↑ ₪87M | +1.20 | 0.56 | 81% | 1994 | |
Harel Education Fund General | 0.98 | 6.85 | 11.08 | 7.24 | ₪15.9B | ↑ ₪126M | +0.84 | 0.60 | 79% | 1995 | |
Mor Education Fund Equities | 2.66 | 13.31 | 21.16 | 12.58 | ₪14.8B | ↑ ₪55M | +1.92 | 0.71 | 87% | 2018 | |
Menora Mivtachim Education Fund General | 1.30 | 6.94 | 12.05 | 7.64 | ₪14.1B | ↑ ₪58M | +0.60 | 0.63 | 80% | 2003 | |
Harel Provident Over 60 | 0.59 | 4.96 | 7.89 | 4.82 | ₪13.3B | ↓ ₪68M | +0.24 | 0.56 | 75% | 2016 | |
Yelin Lapidot Education Fund Equities Track | 1.86 | 9.23 | 18.88 | 12.14 | ₪12.7B | ↓ ₪292M | +1.44 | 0.67 | 93% | 2014 | |
Yelin Lapidot Provident Track Age 50-60 | 1.31 | 5.62 | 11.34 | 7.54 | ₪11.9B | ↓ ₪401M | +1.08 | 0.63 | 89% | 2015 | |
Phoenix Provident Under 50 | 1.45 | 7.16 | 14.25 | 8.42 | ₪11.6B | ↑ ₪3M | +0.12 | 0.62 | 80% | 2015 | |
Clal Tamar Over 60 | 1.03 | 5.86 | 9.15 | 5.43 | ₪11.6B | ↓ ₪4M | +0.00 | 0.56 | 74% | 2015 | |
Phoenix Provident Over 60 | 0.80 | 4.74 | 9.38 | 5.78 | ₪10.8B | ↑ ₪2M | +0.48 | 0.60 | 79% | 1980 | |
Agur Teachers in Elementary Schools Colleges & Seminars Education Fund General Track | 1.24 | 6.25 | 12.38 | 8.20 | ₪10.7B | ↑ ₪37M | +1.56 | 0.20 | 85% | 1987 | |
Alpha Mor Savings Over 60 | 1.13 | 5.61 | 8.42 | 6.10 | ₪10.3B | ↓ ₪96M | +1.20 | 0.66 | 77% | 2018 | |
High School Teachers & Seminary Instructors Education Fund General Track | 1.07 | 8.59 | 12.55 | 7.96 | ₪10.0B | ↑ ₪16M | +1.56 | 0.12 | 79% | 1987 | |
Phoenix Education Fund S&P 500 Index-Tracking | 0.95 | 5.71 | 11.41 | 11.04 | ₪10.0B | ↓ ₪75M | +4.08 | 0.57 | 99% | 2020 | |
Phoenix Provident Age 50-60 | 1.20 | 6.31 | 12.65 | 7.74 | ₪9.8B | ↑ ₪108M | +0.60 | 0.60 | 82% | 2015 | |
Meitav Provident Self-Managed | — | — | — | — | ₪9.5B | ↓ ₪1M | -3.12 | 0.28 | 68% | 2009 | |
Altshuler Shaham Provident Over 60 | 1.19 | 4.55 | 7.76 | 4.36 | ₪8.8B | ↓ ₪225M | -0.48 | 0.61 | 82% | 2015 | |
Altshuler Shaham Child Savings High Risk | 3.32 | 10.14 | 18.00 | 9.32 | ₪8.7B | ↑ ₪18M | -2.16 | 0.01 | 92% | 2016 | |
Meitav Education Fund Equities | 2.59 | 11.18 | 20.99 | 12.21 | ₪8.6B | ↑ ₪397M | +0.48 | 0.55 | 91% | 2003 | |
Alpha Mor Savings Equities | 2.70 | 13.21 | 20.54 | 12.16 | ₪8.1B | ↑ ₪19M | +1.44 | 0.67 | 85% | 2018 | |
Analyst Provident Age 50-60 | 0.75 | 6.31 | 12.02 | 7.75 | ₪8.1B | ↑ ₪81M | +0.96 | 0.60 | 92% | 2015 | |
Analyst Provident Equities | 2.02 | 10.22 | 19.13 | 11.84 | ₪8.0B | ↓ ₪24M | +0.96 | 0.61 | 95% | 2002 | |
Alpha Mor Savings Under 50 | 1.61 | 8.51 | 13.84 | 8.99 | ₪7.7B | ↓ ₪31M | +1.44 | 0.68 | 79% | 2018 | |
Harel Education Fund S&P 500 Index-Tracking | 0.90 | 5.63 | 11.22 | 10.91 | ₪7.7B | ↑ ₪43M | +4.08 | 0.50 | 100% | 2021 | |
Analyst Provident Under 50 | 0.83 | 7.11 | 14.63 | 9.21 | ₪7.6B | ↑ ₪29M | +1.68 | 0.60 | 91% | 2015 | |
Harel Provident Age 50-60 | 0.96 | 6.73 | 10.97 | 7.13 | ₪7.3B | ↑ ₪119M | +0.72 | 0.41 | 79% | 2016 | |
Harel Investment Provident Equities | 2.33 | 9.40 | 23.43 | 14.50 | ₪7.1B | ↑ ₪287M | +1.80 | 0.55 | 92% | 2016 | |
Phoenix Education Fund Equities | 2.50 | 10.81 | 20.49 | 11.80 | ₪7.0B | ↑ ₪108M | -0.48 | 0.58 | 90% | 2003 | |
Yelin Lapidot Provident Track Over 60 | 0.67 | 3.76 | 8.19 | 5.13 | ₪6.8B | ↓ ₪164M | +0.24 | 0.63 | 89% | 2015 | |
Harel Investment Provident General | 1.23 | 6.06 | 13.22 | 8.33 | ₪6.6B | ↑ ₪106M | +1.08 | 0.55 | 85% | 2016 | |
Analyst Investment Provident Equities | 2.02 | 10.19 | 19.34 | 11.96 | ₪6.5B | ↑ ₪26M | +0.96 | 0.61 | 95% | 2016 | |
Yelin Lapidot Provident Equities Track | 1.84 | 9.17 | 18.93 | 12.46 | ₪6.2B | ↓ ₪155M | +1.68 | 0.61 | 93% | 2004 | |
Meitav Provident Equities | 2.59 | 11.16 | 20.95 | 12.23 | ₪6.1B | ↑ ₪258M | +0.48 | 0.53 | 92% | 2003 | |
Meitav Provident Under 50 | 1.88 | 7.68 | 14.07 | 8.68 | ₪6.1B | ↑ ₪109M | +1.20 | 0.57 | 84% | 2015 | |
Mor Investment Provident General | 1.44 | 7.56 | 12.39 | 8.02 | ₪6.0B | ↓ ₪27M | +1.32 | 0.72 | 79% | 2018 | |
Clal Tamar Age 50-60 | 1.34 | 8.15 | 12.73 | 7.53 | ₪5.9B | ↑ ₪260M | +0.36 | 0.49 | 79% | 2015 | |
Rom Classic General | 1.25 | 5.84 | 12.15 | 8.13 | ₪5.9B | ↑ ₪3M | +1.32 | 0.31 | 88% | 1978 |