Mor

Alpha Mor Savings Over 60

אלפא מור תגמולים - לבני 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 2018

Kupa ID: 12534 · Reporting period: February 2026

Returns: February 2026

Monthly+0.76%February 2026

Year to date+1.99%2026

3-Year avg+9.17%Annualized

5-Year avg+6.49%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.96%

Std deviation (36m)0.67

Sharpe (all funds)-0.85

Sharpe (sector)-0.80

Sharpe (risk-free)—

Liquidity ratio78%

Fees: February 2026

Management fee (assets)0.66%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪10.3BEnd of period

Inflow

Outflow

Deposits₪16MExcl. transfers

Withdrawals₪32MExcl. transfers

Net accumulation₪-151MNet 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