More Training Fund for Employees and the Self-Employed Specialist Marketable Investments Bonds with Equities (up to 25%)

Data updated through August 2026

Investment policy — Specialist Marketable Investments — Marketable Bond Track

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	20.74%	24.08
Tradable corporate bonds and bond ETFs	47.00%	54.56
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	14.41%	16.73
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	16.13%	18.73
Mutual funds	2.06%	2.39
Other assets	-0.34%	-0.4

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.

Showing 1–8 of 8 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Clal Training Fund Marketable Bond Trackכלל פנסיה וגמל בע"מ	5.78%	No data	No data	No data**	No data	Visit institution website
Harel Training Fund Marketable Bond Trackהראל פנסיה וגמל בע"מ	5.63%	No data	No data	No data**	0.50%	Visit institution website
Harel Training Fund Marketable Bond Track with up to 25% Equitiesהראל פנסיה וגמל בע"מ	9.05%	No data	No data	No data**	0.41%	Visit institution website
Meitav Training Fund Marketable — Bond Track with up to 25% Equitiesמיטב גמל ופנסיה בע"מ	10.66%	No data	No data	No data**	0.53%	Visit institution website
Meitav Training Fund Marketable Bond Trackמיטב גמל ופנסיה בע"מ	-6.94%	No data	No data	No data**	0.57%	Visit institution website
More Training Fund for Employees and the Self-Employed Specialist Marketable Investments Bonds with Equities (up to 25%)Selected Fund · מור גמל ופנסיה בע"מ	8.19%	No data	No data	No data**	0.67%	Visit institution website
More Training Fund for Employees and the Self-Employed Specialist Marketable Investments Marketable Bond Trackמור גמל ופנסיה בע"מ	6.52%	No data	No data	No data**	0.67%	Visit institution website
Phoenix Training Fund Marketable Bond Trackהפניקס פנסיה וגמל בע"מ	4.90%	No data	No data	No data**	0.55%	Visit institution website
Market average	5.47%	No data	No data	No data	0.56%

** Not enough data for a rating yet

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	20.74%	24.08
Tradable corporate bonds and bond ETFs	47.00%	54.56
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	14.41%	16.73
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	16.13%	18.73
Mutual funds	2.06%	2.39
Other assets	-0.34%	-0.4