Harel

Harel Provident Age 50-60

הראל גמל מסלול לגילאי 50 עד 60

ProvidentAge-gradedGeneral PopulationEst. 2016

Kupa ID: 9742 · Reporting period: February 2026

Returns: February 2026

Monthly+0.69%February 2026

Year to date+3.14%2026

3-Year avg+11.91%Annualized

5-Year avg+8.14%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.24%

Std deviation (36m)1.19

Sharpe (all funds)0.04

Sharpe (sector)0.45

Sharpe (risk-free)—

Liquidity ratio77%

Fees: February 2026

Management fee (assets)0.41%Annual rate on AUM

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

AUM & money flows: February 2026

Total AUM₪6.7BEnd of period

Inflow

Outflow

Deposits₪15MExcl. transfers

Withdrawals₪11MExcl. transfers

Net accumulation₪-20MNet 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