IPF
Inflation Protection Fund
Frank Holsteen
Managing Director, Investment Management
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | January 5, 2004 |
Exp. Ratio | 0.50% for 2023 |
Benchmark | IPF Benchmark |
Fund Assets | $1,086 Million as of March 31, 2024 |
Holdings | March 31, 2024 |
Unit Price History | Wespath Funds Price History |
For More Information | Investment Funds Description – P Series |
3 mo | YTD | 1 yr | 3 yr | 5 yr | 10 yr | |
Inflation Protection Fund | 0.00% | 0.00% | 2.12% | 1.90% | 3.23% | 2.40% |
IPF Benchmark | 0.14% | 0.14% | 0.42% | -0.43% | 1.81% | 2.65% |
Inflation Protection Fund vs. Peer Group Universe