Meitav

Meitav Provident Self-Managed

מיטב גמל בניהול אישי

ProvidentGeneralGeneral PopulationEst. 2009

Kupa ID: 1486 · Reporting period: February 2026

Returns: February 2026

Monthly0.00%February 2026

Year to date0.00%2026

3-Year avg0.00%Annualized

5-Year avg0.00%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)-2.76%

Std deviation (36m)0.00

Sharpe (all funds)-1.88

Sharpe (sector)-1.91

Sharpe (risk-free)—

Liquidity ratio68%

Fees: February 2026

Management fee (assets)0.28%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪9.3BEnd of period

Inflow

Outflow

Deposits₪37MExcl. transfers

Withdrawals₪15MExcl. transfers

Net accumulation₪28MNet 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