Search, filter and compare. All returns are nominal gross. Source: Israel Capital Markets Authority.
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| Fund | Trend | Mo % | YTD % | 3yr % | 5yr % | AUM ▼ | Net flow | Alpha | Fee % | Liquidity | Since |
|---|---|---|---|---|---|---|---|---|---|---|---|
Meitav Education Fund General | 0.73 | 2.79 | 13.61 | 9.08 | ₪32.8B | ↑ ₪446M | +0.96 | 0.60 | 81% | 2003 | |
Altshuler Shaham Education Fund General | -0.03 | 1.62 | 11.67 | 6.34 | ₪30.9B | ↓ ₪1.1B | -2.64 | 0.69 | 82% | 2004 | |
Teachers & Kindergarten Teachers Education Fund General Track | 1.46 | 3.10 | 13.54 | 8.22 | ₪28.9B | ↑ ₪38M | +0.24 | 0.12 | 78% | 1970 | |
Altshuler Shaham Provident Age 50-60 | -0.11 | 1.54 | 11.17 | 6.15 | ₪27.1B | ↓ ₪746M | -2.64 | 0.64 | 81% | 2015 | |
Mor Education Fund General | 0.85 | 2.98 | 13.35 | 9.19 | ₪26.5B | ↓ ₪8M | +1.20 | 0.70 | 77% | 2018 | |
Yelin Lapidot Education Fund General Track | 0.46 | 1.87 | 13.11 | 8.57 | ₪24.3B | ↓ ₪462M | +0.72 | 0.68 | 88% | 2005 | |
Phoenix Education Fund General | 0.54 | 2.64 | 13.55 | 8.71 | ₪23.1B | ↑ ₪270M | -0.12 | 0.65 | 78% | 2003 | |
Meitav Provident Age 50-60 | 0.73 | 2.83 | 13.72 | 9.21 | ₪22.2B | ↑ ₪532M | +0.96 | 0.53 | 82% | 1970 | |
Clal Education Fund General | 0.98 | 3.67 | 13.45 | 8.64 | ₪21.3B | ↑ ₪9M | -0.24 | 0.54 | 75% | 1991 | |
Analyst Education Fund General | 0.19 | 1.92 | 14.47 | 9.39 | ₪20.9B | ↑ ₪514M | +1.08 | 0.62 | 91% | 2003 | |
Migdal Education Fund General | 0.62 | 2.83 | 12.73 | 8.57 | ₪19.9B | ↓ ₪69M | +0.36 | 0.54 | 77% | 1997 | |
Alpha Mor Savings Age 50-60 | 0.96 | 3.10 | 12.60 | 8.63 | ₪17.2B | ↓ ₪56M | +0.84 | 0.66 | 77% | 2018 | |
Analyst Education Fund Equities | 0.29 | 3.61 | 22.76 | 13.80 | ₪16.6B | ↑ ₪32M | +0.12 | 0.63 | 95% | 2003 | |
Meitav Provident Over 60 | 0.52 | 1.90 | 10.31 | 6.92 | ₪15.7B | ↑ ₪206M | +1.20 | 0.56 | 82% | 1994 | |
Harel Education Fund General | 0.75 | 3.20 | 11.95 | 8.15 | ₪14.8B | ↓ ₪49M | +0.24 | 0.60 | 77% | 1995 | |
Harel Provident Over 60 | 0.55 | 2.11 | 8.50 | 5.50 | ₪13.4B | ↓ ₪121M | +0.12 | 0.56 | 75% | 2016 | |
Yelin Lapidot Provident Track Age 50-60 | 0.49 | 1.88 | 13.13 | 8.61 | ₪13.3B | ↓ ₪267M | +0.84 | 0.63 | 89% | 2015 | |
Yelin Lapidot Education Fund Equities Track | 0.76 | 3.62 | 22.03 | 14.25 | ₪13.1B | ↓ ₪87M | +0.84 | 0.67 | 92% | 2014 | |
Mor Education Fund Equities | 1.17 | 5.94 | 22.21 | 13.88 | ₪12.9B | ↑ ₪227M | +0.36 | 0.71 | 85% | 2018 | |
Menora Mivtachim Education Fund General | 0.85 | 3.13 | 13.15 | 8.44 | ₪12.9B | ↑ ₪54M | -0.12 | 0.63 | 79% | 2003 | |
Clal Tamar Over 60 | 0.56 | 2.11 | 9.53 | 5.85 | ₪11.3B | ↓ ₪61M | -0.60 | 0.56 | 73% | 2015 | |
Phoenix Provident Under 50 | 0.61 | 3.25 | 15.22 | 8.89 | ₪11.1B | ↑ ₪133M | -1.08 | 0.62 | 79% | 2015 | |
Alpha Mor Savings Over 60 | 0.76 | 1.99 | 9.17 | 6.49 | ₪10.3B | ↓ ₪151M | +0.96 | 0.66 | 78% | 2018 | |
Agur Teachers in Elementary Schools Colleges & Seminars Education Fund General Track | 0.96 | 2.94 | 14.08 | 9.43 | ₪10.2B | ↑ ₪23M | +1.56 | 0.20 | 85% | 1987 | |
Phoenix Provident Over 60 | 0.40 | 1.69 | 10.11 | 6.38 | ₪10.2B | ↑ ₪131M | +0.12 | 0.60 | 78% | 1980 | |
Altshuler Shaham Provident Over 60 | 0.22 | 1.17 | 8.19 | 4.59 | ₪10.1B | ↓ ₪360M | -1.20 | 0.61 | 83% | 2015 | |
Phoenix Education Fund S&P 500 Index-Tracking | 0.16 | -1.62 | 15.03 | 12.71 | ₪10.1B | ↓ ₪354M | +2.88 | 0.57 | 99% | 2020 | |
High School Teachers & Seminary Instructors Education Fund General Track | 1.57 | 3.28 | 13.63 | 8.45 | ₪9.5B | ↑ ₪3M | +0.60 | 0.12 | 78% | 1987 | |
Meitav Provident Self-Managed | — | — | — | — | ₪9.3B | ↑ ₪28M | -2.76 | 0.28 | 68% | 2009 | |
Phoenix Provident Age 50-60 | 0.59 | 2.65 | 13.63 | 8.38 | ₪8.4B | ↑ ₪322M | -0.36 | 0.60 | 81% | 2015 | |
Altshuler Shaham Child Savings High Risk | -0.77 | 2.26 | 19.10 | 9.50 | ₪8.0B | ↑ ₪30M | -5.52 | 0.01 | 91% | 2016 | |
Analyst Provident Equities | 0.31 | 3.60 | 22.58 | 13.65 | ₪7.6B | ↑ ₪34M | +0.00 | 0.61 | 95% | 2002 | |
Analyst Provident Age 50-60 | 0.41 | 2.49 | 14.07 | 8.72 | ₪7.5B | ↑ ₪126M | +0.72 | 0.60 | 92% | 2015 | |
Yelin Lapidot Provident Track Over 60 | 0.44 | 1.50 | 9.66 | 5.92 | ₪7.5B | ↓ ₪131M | +0.36 | 0.63 | 89% | 2015 | |
Alpha Mor Savings Under 50 | 0.87 | 3.44 | 14.76 | 9.80 | ₪7.4B | ↑ ₪18M | +0.48 | 0.68 | 80% | 2018 | |
Analyst Provident Under 50 | 0.15 | 2.34 | 16.83 | 10.37 | ₪7.2B | ↑ ₪129M | +1.20 | 0.60 | 91% | 2015 | |
Harel Education Fund S&P 500 Index-Tracking | 0.12 | -1.50 | 15.13 | — | ₪7.2B | ↓ ₪122M | — | 0.50 | 99% | 2021 | |
Alpha Mor Savings Equities | 1.12 | 5.89 | 21.58 | 13.36 | ₪7.1B | ↑ ₪98M | -0.12 | 0.67 | 84% | 2018 | |
Altshuler Shaham Education Fund Equities | -0.53 | 2.37 | 19.30 | 9.53 | ₪6.7B | ↓ ₪203M | -5.64 | 0.68 | 88% | 2008 | |
Harel Provident Age 50-60 | 0.69 | 3.14 | 11.91 | 8.14 | ₪6.7B | ↓ ₪20M | +0.24 | 0.41 | 77% | 2016 | |
Yelin Lapidot Provident Equities Track | 0.85 | 3.66 | 22.12 | 14.69 | ₪6.5B | ↓ ₪70M | +1.08 | 0.61 | 92% | 2004 | |
Analyst Investment Provident Equities | 0.23 | 3.56 | 22.72 | 13.70 | ₪6.2B | ↓ ₪11M | -0.24 | 0.61 | 95% | 2016 | |
Mor Investment Provident General | 0.99 | 3.16 | 13.37 | 8.74 | ₪5.8B | ↑ ₪8M | +0.72 | 0.72 | 81% | 2018 | |
Rom Classic General | 0.92 | 3.16 | 14.05 | 8.81 | ₪5.7B | ↓ ₪10M | +0.96 | 0.31 | 87% | 1978 | |
Phoenix Education Fund Equities | 0.65 | 5.25 | 22.14 | 13.26 | ₪5.5B | ↑ ₪363M | -2.52 | 0.58 | 90% | 2003 | |
Meitav Education Fund Equities | 1.11 | 5.45 | 22.88 | 13.62 | ₪5.5B | ↑ ₪456M | -1.20 | 0.55 | 90% | 2003 | |
Phoenix Provident S&P 500 Index-Tracking | 0.15 | -1.63 | 15.07 | 12.70 | ₪5.3B | ↓ ₪192M | +2.88 | 0.56 | 99% | 2020 | |
Menora Mivtachim Savings Age 50-60 | 0.81 | 3.06 | 12.59 | 8.10 | ₪5.0B | ↑ ₪19M | -0.48 | 0.59 | 79% | 2015 | |
IDF Career Army Savings Fund General | 0.83 | 3.27 | 12.27 | 8.24 | ₪5.0B | ↓ ₪24M | +0.24 | 0.21 | 77% | 1984 | |
Meitav Provident Under 50 | 0.75 | 3.28 | 15.23 | 9.77 | ₪5.0B | ↑ ₪182M | +0.60 | 0.57 | 84% | 2015 |