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English
Englishעבריתالعربية
English
Englishעבריתالعربية
Data updated through August 2026
Investment policy — mdrgvt — 50-60
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 17.86% | 3,123.76 |
| Tradable corporate bonds and bond ETFs | 21.13% | 3,696.31 |
| Non-tradable corporate bonds | 1.97% | 344.37 |
| Equities, options and equity ETFs | 22.54% | 3,942.97 |
| Deposits | 0% | 0 |
| Loans | 11.03% | 1,928.99 |
| Cash and cash equivalents | 13.21% | 2,311.25 |
| Mutual funds | 0% | 0 |
| Other assets | 12.27% | 2,146.78 |
The selected fund compared with other funds in the same category.
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 | |
| Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 50–60 TrackSelected Fund · מור גמל ופנסיה בע"מ | 11.67% | 38.60% | 45.54% | 0.66% | Visit institution website | |
| Market average | 12.54% | 40.26% | 43.98% | No data | 0.57% |
