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

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Asset allocation based on the reported data.

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.

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

Show sector-specific funds

Showing 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
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
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

Asset allocation

Asset allocation based on the reported data.

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