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 7/25/2017)


Fund Price Change YTD
IPF $16.7216 -0.16% 1.71%
FIF $29.3836 -0.31% 4.95%
ETFIF $10.8399 -0.66% 4.63%
MAF $29.2033 0.09% 11.16%
USEF $36.8843 0.40% 11.46%
ESVPF $12.0077 0.20% 13.53%
IEF $34.8401 0.12% 19.58%


 

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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