Mor

Mor Education Fund Equities

מור השתלמות - מניות

Education FundActive ManagementGeneral PopulationEst. 2018

Kupa ID: 12536 · Reporting period: February 2026

Returns: February 2026

Monthly+1.17%February 2026

Year to date+5.94%2026

3-Year avg+22.21%Annualized

5-Year avg+13.88%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.36%

Std deviation (36m)2.26

Sharpe (all funds)1.59

Sharpe (sector)1.55

Sharpe (risk-free)—

Liquidity ratio85%

Fees: February 2026

Management fee (assets)0.71%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪12.9BEnd of period

Inflow

Outflow

Deposits₪97MExcl. transfers

Withdrawals₪25MExcl. transfers

Net accumulation₪227MNet 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