Yelin Lapidot 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	39.20%	4,662.38
Tradable corporate bonds and bond ETFs	15.49%	1,842.55
Non-tradable corporate bonds	1.90%	225.65
Equities, options and equity ETFs	20.00%	2,378.16
Deposits	4.51%	536.9
Loans	0.51%	60.12
Cash and cash equivalents	14.55%	1,730.18
Mutual funds	0.75%	89.37
Other assets	3.09%	367.79

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
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
Yelin Lapidot Provident Fund Ages 50–60 TrackSelected Fund · ילין 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%

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	39.20%	4,662.38
Tradable corporate bonds and bond ETFs	15.49%	1,842.55
Non-tradable corporate bonds	1.90%	225.65
Equities, options and equity ETFs	20.00%	2,378.16
Deposits	4.51%	536.9
Loans	0.51%	60.12
Cash and cash equivalents	14.55%	1,730.18
Mutual funds	0.75%	89.37
Other assets	3.09%	367.79