Analyst Track-based Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9731
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: אנליסט קופות גמל בע"מ
Inception date: 13/10/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 8,111.54
Liquid-asset share: 92.10%
Total equity exposure: 50.73%
Foreign exposure: 33.84%
Foreign-currency exposure: 19.35%
Equity exposure from asset allocation: 31.44%
Standard deviation: 6.27%
Sharpe ratio: 0.97

Returns and management fees

Return in the last month: 0.75%
12-month return: 11.76%
36-month cumulative return: 40.6%
60-month cumulative return: 45.2%
Average annual return over the last 3 years: 12.02%
Average annual return over the last 5 years: 7.75%
Average management fees paid by fund members: 0.60%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	32.04%	2,599.33
Tradable corporate bonds and bond ETFs	23.59%	1,913.81
Non-tradable corporate bonds	0.33%	26.42
Equities, options and equity ETFs	31.44%	2,550.09
Deposits	-0.05%	-4.39
Loans	0.27%	21.71
Cash and cash equivalents	11.87%	963.24
Mutual funds	0%	0
Other assets	0.51%	41.34

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

Comparison in the 50-60 track

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

Table Chart

Show sector-specific funds

Showing 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	13.06%	44.48%	53.61%		0.58%	Visit institution website
Meitav Provident Fund — Ages 50–60 Trackמיטב גמל ופנסיה בע"מ	13.05%	42.96%	47.42%		0.53%	Visit institution website
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	Visit institution website
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
Analyst Track-based Provident Fund — Ages 50–60 TrackSelected Fund · אנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Migdal Benefits and Severance Ages 50–60 Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	Visit institution website
Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 50–60 Trackמור גמל ופנסיה בע"מ	11.67%	38.60%	45.54%		0.66%	Visit institution website
Menora Mivtachim Benefits and Severance Ages 50–60 Trackמנורה מבטחים פנסיה וגמל בע"מ	13.31%	38.62%	41.41%		0.59%	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
Harel Provident Fund Ages 50–60 Trackהראל פנסיה וגמל בע"מ	12.90%	36.66%	41.08%		0.41%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

Analyst Track-based Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9731
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: אנליסט קופות גמל בע"מ
Inception date: 13/10/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 8,111.54
Liquid-asset share: 92.10%
Total equity exposure: 50.73%
Foreign exposure: 33.84%
Foreign-currency exposure: 19.35%
Equity exposure from asset allocation: 31.44%
Standard deviation: 6.27%
Sharpe ratio: 0.97

Returns and management fees

Return in the last month: 0.75%
12-month return: 11.76%
36-month cumulative return: 40.6%
60-month cumulative return: 45.2%
Average annual return over the last 3 years: 12.02%
Average annual return over the last 5 years: 7.75%
Average management fees paid by fund members: 0.60%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	32.04%	2,599.33
Tradable corporate bonds and bond ETFs	23.59%	1,913.81
Non-tradable corporate bonds	0.33%	26.42
Equities, options and equity ETFs	31.44%	2,550.09
Deposits	-0.05%	-4.39
Loans	0.27%	21.71
Cash and cash equivalents	11.87%	963.24
Mutual funds	0%	0
Other assets	0.51%	41.34

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

Comparison in the 50-60 track

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

Table Chart

Show sector-specific funds

Showing 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	13.06%	44.48%	53.61%		0.58%	Visit institution website
Meitav Provident Fund — Ages 50–60 Trackמיטב גמל ופנסיה בע"מ	13.05%	42.96%	47.42%		0.53%	Visit institution website
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	Visit institution website
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
Analyst Track-based Provident Fund — Ages 50–60 TrackSelected Fund · אנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Migdal Benefits and Severance Ages 50–60 Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	Visit institution website
Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 50–60 Trackמור גמל ופנסיה בע"מ	11.67%	38.60%	45.54%		0.66%	Visit institution website
Menora Mivtachim Benefits and Severance Ages 50–60 Trackמנורה מבטחים פנסיה וגמל בע"מ	13.31%	38.62%	41.41%		0.59%	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
Harel Provident Fund Ages 50–60 Trackהראל פנסיה וגמל בע"מ	12.90%	36.66%	41.08%		0.41%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

Analyst Track-based 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

Analyst Track-based 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