Clal

Clal Education Fund General

כלל השתלמות כללי

Education FundGeneralGeneral PopulationEst. 1991

Kupa ID: 456 · Reporting period: February 2026

Returns: February 2026

Monthly+0.98%February 2026

Year to date+3.67%2026

3-Year avg+13.45%Annualized

5-Year avg+8.64%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)-0.24%

Std deviation (36m)1.36

Sharpe (all funds)0.95

Sharpe (sector)0.75

Sharpe (risk-free)—

Liquidity ratio75%

Fees: February 2026

Management fee (assets)0.54%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪21.3BEnd of period

Inflow

Outflow

Deposits₪179MExcl. transfers

Withdrawals₪156MExcl. transfers

Net accumulation₪9MNet 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