Mor

Alpha Mor Savings Age 50-60

אלפא מור תגמולים - לבני 50 עד 60

ProvidentAge-gradedGeneral PopulationEst. 2018

Treasury Number: 12533 · Reporting period: August 2026

Returns: August 2026

Monthly+1.46%August 2026

Year to date+7.01%2026

3-Year avg+11.49%Annualized

5-Year avg+7.79%Annualized

Performance — monthly returns

Risk metrics: August 2026

Alpha (annual)+1.20%

Std deviation (36m)1.31

Sharpe (all funds)0.26

Sharpe (sector)0.62

Sharpe (risk-free)—

Liquidity ratio76%

Fees: August 2026

Management fee (assets)0.66%Annual rate on AUM

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

AUM & money flows: August 2026

Total AUM₪17.5BEnd of period

Inflow

Outflow

Deposits₪29MExcl. transfers

Withdrawals₪31MExcl. transfers

Net accumulation₪-70MNet 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