Mor

Mor Education Fund General

מור השתלמות - כללי

Education FundGeneralGeneral PopulationEst. 2018

Kupa ID: 12535 · Reporting period: February 2026

Returns: February 2026

Monthly+0.85%February 2026

Year to date+2.98%2026

3-Year avg+13.35%Annualized

5-Year avg+9.19%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+1.20%

Std deviation (36m)1.15

Sharpe (all funds)1.18

Sharpe (sector)0.85

Sharpe (risk-free)—

Liquidity ratio77%

Fees: February 2026

Management fee (assets)0.70%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪26.5BEnd of period

Inflow

Outflow

Deposits₪117MExcl. transfers

Withdrawals₪65MExcl. transfers

Net accumulation₪-8MNet 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