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 1/19/2017)


Fund Price Change YTD
IPF $16.4979 -0.14% 0.35%
FIF $28.0966 -0.34% 0.35%
ETFIF $10.3959 -0.51% 0.35%
MAF $26.6251 -0.49% 1.35%
USEF $33.4738 -0.43% 1.15%
ESVPF $10.7062 -0.68% 1.22%
IEF $29.9666 -0.80% 2.85%


 

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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