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 9/22/2017)


Fund Price Change YTD
IPF $16.9510 0.20% 3.11%
FIF $29.7086 0.14% 6.11%
ETFIF $10.9851 0.14% 6.03%
MAF $29.7892 0.19% 13.39%
USEF $37.1314 0.25% 12.20%
ESVPF $12.2339 0.25% 15.67%
IEF $36.3768 0.18% 24.85%


 

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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