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 3/28/2017)


Fund Price Change YTD
IPF $16.6448 -0.03% 1.24%
FIF $28.5397 -0.07% 1.94%
ETFIF $10.4941 -0.27% 1.29%
MAF $27.6116 0.44% 5.10%
USEF $34.6816 0.70% 4.80%
ESVPF $11.2558 0.72% 6.42%
IEF $31.9280 0.70% 9.58%


 

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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