Meitav Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 103
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: מיטב גמל ופנסיה בע"מ
Inception date: 01/01/1970

Assets and exposures

Total assets managed in this fund (₪ millions): 25,546.75
Liquid-asset share: 82.10%
Total equity exposure: 46.80%
Foreign exposure: 46.22%
Foreign-currency exposure: 19.70%
Equity exposure from asset allocation: 36.57%
Standard deviation: 5.92%
Sharpe ratio: 1.11

Returns and management fees

Return in the last month: 1.68%
12-month return: 13.05%
36-month cumulative return: 43.0%
60-month cumulative return: 47.4%
Average annual return over the last 3 years: 12.65%
Average annual return over the last 5 years: 8.07%
Average management fees paid by fund members: 0.53%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	20.03%	5,115.98
Tradable corporate bonds and bond ETFs	17.94%	4,583.51
Non-tradable corporate bonds	2.19%	559.99
Equities, options and equity ETFs	36.57%	9,341.26
Deposits	0%	0
Loans	4.37%	1,116.53
Cash and cash equivalents	3.36%	858.56
Mutual funds	2.69%	686.17
Other assets	12.86%	3,284.76

Asset allocation

Comparison in the 50-60 track

The selected fund compared with other funds in the same category.

Table Chart

Show sector-specific funds

Showing 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

Meitav Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 103
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: מיטב גמל ופנסיה בע"מ
Inception date: 01/01/1970

Assets and exposures

Total assets managed in this fund (₪ millions): 25,546.75
Liquid-asset share: 82.10%
Total equity exposure: 46.80%
Foreign exposure: 46.22%
Foreign-currency exposure: 19.70%
Equity exposure from asset allocation: 36.57%
Standard deviation: 5.92%
Sharpe ratio: 1.11

Returns and management fees

Return in the last month: 1.68%
12-month return: 13.05%
36-month cumulative return: 43.0%
60-month cumulative return: 47.4%
Average annual return over the last 3 years: 12.65%
Average annual return over the last 5 years: 8.07%
Average management fees paid by fund members: 0.53%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	20.03%	5,115.98
Tradable corporate bonds and bond ETFs	17.94%	4,583.51
Non-tradable corporate bonds	2.19%	559.99
Equities, options and equity ETFs	36.57%	9,341.26
Deposits	0%	0
Loans	4.37%	1,116.53
Cash and cash equivalents	3.36%	858.56
Mutual funds	2.69%	686.17
Other assets	12.86%	3,284.76

Asset allocation

Comparison in the 50-60 track

The selected fund compared with other funds in the same category.

Table Chart

Show sector-specific funds

Showing 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

Meitav Provident Fund — Ages 50–60 Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track

Meitav Provident Fund — Ages 50–60 Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track