Analyst Track-based Provident Fund — Ages 60 and over Track

Data updated through August 2026

Investment policy — mdrgvt — Ages 60 and over

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	36.34%	1,016.57
Tradable corporate bonds and bond ETFs	26.10%	730.14
Non-tradable corporate bonds	0.32%	8.91
Equities, options and equity ETFs	20.18%	564.56
Deposits	0%	0
Loans	0.18%	4.9
Cash and cash equivalents	16.45%	460.11
Mutual funds	0%	0
Other assets	0.45%	12.5

Asset allocation

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
Menora Mivtachim Benefits and Severance Ages 60 and over Trackמנורה מבטחים פנסיה וגמל בע"מ	10.55%	29.70%	29.71%		0.45%	Visit institution website
Ayalon Savings Provident Fund — Ages 60 and over Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Market average	9.56%	29.52%	31.06%	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	36.34%	1,016.57
Tradable corporate bonds and bond ETFs	26.10%	730.14
Non-tradable corporate bonds	0.32%	8.91
Equities, options and equity ETFs	20.18%	564.56
Deposits	0%	0
Loans	0.18%	4.9
Cash and cash equivalents	16.45%	460.11
Mutual funds	0%	0
Other assets	0.45%	12.5