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 | $1,078 Million as of February 29, 2024 |
Holdings | December 31, 2023 |
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 | 3.98% | 4.76% | 4.76% | 1.69% | 3.90% | 2.65% |
IPF Benchmark | 3.76% | 3.28% | 3.28% | -1.12% | 2.60% | 2.86% |
Inflation Protection Fund vs. Peer Group Universe