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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 | 17.67% | 1,724.01 |
| Tradable corporate bonds and bond ETFs | 12.88% | 1,256.01 |
| Non-tradable corporate bonds | 0.86% | 83.54 |
| Equities, options and equity ETFs | 33.27% | 3,245.34 |
| Deposits | -2.26% | -220.1 |
| Loans | 6.49% | 632.78 |
| Cash and cash equivalents | 18.57% | 1,811.78 |
| Mutual funds | 2.09% | 204.2 |
| Other assets | 10.42% | 1,016.46 |
The chart shows positive values only; the complete source data appears in the table.
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 |
|---|---|---|---|---|---|---|
| Phoenix Provident Fund Ages 50–60 TrackSelected Fund · הפניקס פנסיה וגמל בע"מ | 12.63% | 42.94% | 45.15% | 0.60% | Visit institution website | |
| Yelin Lapidot Provident Fund Ages 50–60 Trackילין לפידות ניהול קופות גמל בע"מ | 10.72% | 38.04% | 43.84% | 0.63% | Visit institution website | |
| Market average | 12.54% | 40.26% | 43.98% | No data | 0.57% |
