Mor

Mor Investment Provident General

מור גמל להשקעה- כללי

Investment ProvidentGeneralGeneral PopulationEst. 2018

Kupa ID: 12538 · Reporting period: February 2026

Returns: February 2026

Monthly+0.99%February 2026

Year to date+3.16%2026

3-Year avg+13.37%Annualized

5-Year avg+8.74%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.72%

Std deviation (36m)1.14

Sharpe (all funds)0.83

Sharpe (sector)0.14

Sharpe (risk-free)—

Liquidity ratio81%

Fees: February 2026

Management fee (assets)0.72%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪5.8BEnd of period

Inflow

Outflow

Deposits₪97MExcl. transfers

Withdrawals₪29MExcl. 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