Performance

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Current Funds Performance

The most recent unit price, price change and current year performance for the Wespath investment funds.

Historical Funds Performance

Prior quarter, one-year, two-year and performance-since-inception for the Wespath investment funds.

Monthly Investment Report

The Monthly Investment Report examines recent events that impacted the financial markets and provides a snapshot of Wespath’s monthly investment performance.

 

Important Information for Participants Self-Directing Investments: If you self-direct your Wespath-administered retirement investments, please read this important information.



Prices (as of 2/23/2017)


Fund Price Change YTD
IPF $16.6744 0.26% 1.42%
FIF $28.4793 0.23% 1.72%
ETFIF $10.4799 0.22% 1.16%
MAF $27.4792 0.07% 4.60%
USEF $34.8602 -0.22% 5.34%
ESVPF $11.1500 0.20% 5.42%
IEF $31.2801 0.21% 7.36%


 

Resources

Wespath Monthly Investment Reports

Investment Policy

Investment Policy Updates

Investment Funds Description

Investment Funds Description Updates

Fund Holdings

Processing Holiday Schedule

Wespath Investing Opportunities

 
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