Fund Information - Individuals - P Series

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Explore & Compare Fund Overviews

The P Series funds provide diversified global exposure to carefully selected, experienced investment managers. Investors may choose among broadly diversified portfolios across asset classes, styles and strategies. Investors may also choose to automate investments through LifeStage Investment Management. Learn more about LifeStage and other investment management resources here. Our full product offering is outlined below.

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Balanced Funds

Fund Name	Overview	Benchmark
Multiple Asset Fund – P Series (MAF-P)	MAF-P is primarily a fund-of-funds vehicle with targeted fund allocations to the U.S. Equity Fund - P Series, the International Equity Fund - P Series, the Fixed Income Fund - P Series, and the Inflation Protection Fund - P Series.	MAF-P Benchmark¹

Equity Funds

Fund Name	Overview	Benchmark
International Equity Fund – P Series (IEF-P)	IEF-P invests in a broadly diversified portfolio of primarily equity securities of companies from non-U.S. countries. The fund is intended to invest most of its assets in equities and equity index futures of companies based in both developed and emerging market countries and may also purchase currency forward contracts.	MSCI All Country World ex-USA Index
Social Values Choice Equity Fund – P Series (SVCEF-P)	SVCEF-P invests in equities of U.S. and non-U.S. domiciled publicly owned companies with highly rated sustainable environmental, social, and governance practices.	MSCI World Index
U.S. Equity Fund – P Series (USEF-P)	USEF-P invests in a broadly diversified portfolio of primarily publicly traded, U.S.-based equity securities. The fund portfolio is intended to have most of its assets invested in equities and equity index futures.	Russell 3000® Index
U.S. Equity Index Fund – P Series (USEIF-P)	USEIF-P invests in invests in a passively managed portfolio of publicly traded, U.S.-based equity securities in the Russell 3000® Index. The fund is intended to invest most of its assets in equities and equity index futures.	Russell 3000® Index

Fixed Income Funds

Fund Name	Overview	Benchmark
Extended Term Fixed Income Fund – P Series (ETFIF-P)	ETFIF-P invests in a broadly-diversified portfolio of fixed income securities, and alternative investments with a focus on long duration exposure. ETFIF-P may also hold mortgages and other loans originated through the Positive Social Purpose Lending Program.	Bloomberg U.S. Long Government/Credit Index
Fixed Income Fund – P Series (FIF-P)	FIF-P invests in a broadly diversified portfolio of fixed income securities, and alternative investments. The fund may also hold mortgages and other loans originated through the Positive Social Purpose Lending Program.	Bloomberg U.S. Aggregate Index
Inflation Protection Fund – P Series (IPF-P)	IPF-P invests in a portfolio of domestic and international inflation-protected securities, floating rate securities, commodities futures contracts, real assets and cash equivalents.	IPF-P Benchmark²
Short Term Investment Fund – P Series (STIF-P)	STIF-P invests in cash and cash equivalents through units of a sweep account that holds short-term, highly-rated fixed income securities and positive social purpose loans.³	Bank of America Merrill Lynch 3-Month Treasury Bill Index
Social Values Choice Bond Fund – P Series (SVCBF-P)	SVCBF-P invests in a diversified mix of fixed income securities issued by entities that fulfill investor preferences for a heightened focus on environmental and social performance.	Bloomberg U.S. Aggregate Index
Stable Value Fund – P Series (SVF-P)	SVF-P invests in a broad range of short and intermediate term high quality, investment grade fixed income instruments and principal protection contracts.⁴	Bank of America Merrill Lynch 3-Month Treasury Bill Index
U.S. Treasury Inflation Protection Fund – P Series (USTPF-P)	USTPF-P invests primarily in U.S. Treasury Inflation Protected Securities.	Bloomberg U.S. Inflation Linked Bond Index

Social Values Choice Funds

Fund Name	Overview	Benchmark
Social Values Choice Bond Fund – P Series (SVCBF-P)	SVCBF-P invests in a diversified mix of fixed income securities issued by entities that fulfill investor preferences for a heightened focus on environmental and social performance.	Bloomberg U.S. Aggregate Index
Social Values Choice Equity Fund – P Series (SVCEF-P)	SVCEF-P invests in equities of U.S. and non-U.S. domiciled publicly owned companies with highly rated sustainable environmental, social, and governance practices.	MSCI World Index
U.S. Treasury Inflation Protection Fund – P Series (USTPF-P)	USTPF-P invests primarily in U.S. Treasury Inflation Protected Securities.	Bloomberg U.S. Inflation Linked Bond Index

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Fund Performance

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Fund Performance

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¹The MAF-P performance benchmark is 35% Russell 3000 Index, 30% MSCI All Country World Index (ACWI) excluding USA, 25% Bloomberg U.S. Aggregate Index and 10% Inflation Protection Fund (IPF) Benchmark. The IPF Benchmark consists of 90% Bloomberg U.S. Treasury Inflation-Linked Bond Index and 10% Bloomberg Commodity Index. More information on MAF-P’s benchmark is available here.

²The IPF-P performance benchmark is 90% Bloomberg U.S. Treasury Inflation-Linked Bond Index and 10% Bloomberg Commodity Index, effective February 1, 2023. More information on IPF-P’s benchmark is available here.

³This fund is only available to plan sponsors and other institutional investors approved by Wespath under exceptional circumstances.

⁴SVF-P is only available to participants in Wespath defined contribution benefit plans.