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 12/1/2016)


Fund Price Change YTD
IPF $16.3062 -0.24% 6.82%
FIF $27.6907 -0.35% 4.58%
ETFIF $10.2466 -0.60% 4.29%
MAF $25.8436 -0.47% 6.65%
USEF $32.4706 -0.54% 9.43%
ESVPF $10.2977 -0.54% 4.15%
IEF $28.6080 -0.55% 4.10%


 

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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