Mor

Alpha Mor Savings Over 60

אלפא מור תגמולים - לבני 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 2018

Treasury Number: 12534 · Reporting period: August 2026

Returns: August 2026

Monthly+1.13%August 2026

Year to date+5.61%2026

3-Year avg+8.42%Annualized

5-Year avg+6.10%Annualized

Performance — monthly returns

Risk metrics: August 2026

Alpha (annual)+1.20%

Std deviation (36m)0.77

Sharpe (all funds)-0.67

Sharpe (sector)-0.63

Sharpe (risk-free)—

Liquidity ratio77%

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₪10.3BEnd of period

Inflow

Outflow

Deposits₪21MExcl. transfers

Withdrawals₪27MExcl. transfers

Net accumulation₪-96MNet 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