Meitav

Meitav Provident Under 50

מיטב גמל לבני 50 ומטה

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 7215 · Reporting period: February 2026

Returns: February 2026

Monthly+0.75%February 2026

Year to date+3.28%2026

3-Year avg+15.23%Annualized

5-Year avg+9.77%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.60%

Std deviation (36m)1.43

Sharpe (all funds)1.72

Sharpe (sector)1.68

Sharpe (risk-free)—

Liquidity ratio84%

Fees: February 2026

Management fee (assets)0.57%Annual rate on AUM

Management fee (deposits)0.11%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪5.0BEnd of period

Inflow

Outflow

Deposits₪21MExcl. transfers

Withdrawals₪5MExcl. transfers

Net accumulation₪182MNet 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