Menora Mivtachim

Menora Mivtachim Savings Age 50-60

מנורה מבטחים תגמולים 50-60

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9792 · Reporting period: February 2026

Returns: February 2026

Monthly+0.81%February 2026

Year to date+3.06%2026

3-Year avg+12.59%Annualized

5-Year avg+8.10%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)-0.48%

Std deviation (36m)1.26

Sharpe (all funds)0.29

Sharpe (sector)0.65

Sharpe (risk-free)—

Liquidity ratio79%

Fees: February 2026

Management fee (assets)0.59%Annual rate on AUM

Management fee (deposits)0.28%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪5.0BEnd of period

Inflow

Outflow

Deposits₪20MExcl. transfers

Withdrawals₪14MExcl. transfers

Net accumulation₪19MNet 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