Mor

Alpha Mor Savings Under 50

אלפא מור תגמולים - לבני 50 ומטה

ProvidentAge-gradedGeneral PopulationEst. 2018

Treasury Number: 12532 · Reporting period: August 2026

Returns: August 2026

Monthly+1.61%August 2026

Year to date+8.51%2026

3-Year avg+13.84%Annualized

5-Year avg+8.99%Annualized

Performance — monthly returns

Risk metrics: August 2026

Alpha (annual)+1.44%

Std deviation (36m)1.61

Sharpe (all funds)1.64

Sharpe (sector)1.70

Sharpe (risk-free)—

Liquidity ratio79%

Fees: August 2026

Management fee (assets)0.68%Annual rate on AUM

Management fee (deposits)0.00%One-time on new deposits

AUM & money flows: August 2026

Total AUM₪7.7BEnd of period

Inflow

Outflow

Deposits₪15MExcl. transfers

Withdrawals₪7MExcl. transfers

Net accumulation₪-31MNet of all flows

Transfers—Not available

Benchmark comparison

Coming soon — benchmark comparison vs S&P 500, TA-125

Asset allocation

Coming soon — equity & foreign exposure breakdown