Harel 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	21.66%	1,580.32
Tradable corporate bonds and bond ETFs	9.38%	684.75
Non-tradable corporate bonds	0.71%	51.86
Equities, options and equity ETFs	33.52%	2,446.1
Deposits	0%	0.33
Loans	8.32%	606.96
Cash and cash equivalents	8.02%	585.1
Mutual funds	2.07%	151.3
Other assets	16.32%	1,190.89

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
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	21.66%	1,580.32
Tradable corporate bonds and bond ETFs	9.38%	684.75
Non-tradable corporate bonds	0.71%	51.86
Equities, options and equity ETFs	33.52%	2,446.1
Deposits	0%	0.33
Loans	8.32%	606.96
Cash and cash equivalents	8.02%	585.1
Mutual funds	2.07%	151.3
Other assets	16.32%	1,190.89