Yelin Lapidot 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	46.48%	3,145.78
Tradable corporate bonds and bond ETFs	19.23%	1,301.82
Non-tradable corporate bonds	2.70%	182.83
Equities, options and equity ETFs	11.01%	745.1
Deposits	4.19%	283.67
Loans	0.18%	12.36
Cash and cash equivalents	12.03%	814.41
Mutual funds	0.63%	42.46
Other assets	3.54%	239.66

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 60 and over Trackהפניקס פנסיה וגמל בע"מ	9.44%	30.88%	32.42%		0.60%	Visit institution website
Yelin Lapidot Provident Fund Ages 60 and over TrackSelected Fund · ילין לפידות ניהול קופות גמל בע"מ	7.81%	26.65%	28.39%		0.63%	Visit institution website
Market average	9.56%	29.52%	31.06%	No data	0.57%

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	46.48%	3,145.78
Tradable corporate bonds and bond ETFs	19.23%	1,301.82
Non-tradable corporate bonds	2.70%	182.83
Equities, options and equity ETFs	11.01%	745.1
Deposits	4.19%	283.67
Loans	0.18%	12.36
Cash and cash equivalents	12.03%	814.41
Mutual funds	0.63%	42.46
Other assets	3.54%	239.66