IPF
Inflation Protection Fund
;
Frank Holsteen
Managing Director, Investment Management
Fund Snapshot | |
Inception | January 5, 2004 |
Exp. Ratio | 0.46% for 2022 |
Benchmark | IPF Benchmark |
Fund Assets | $1,691 Million as of April 30, 2023 |
Holdings | March 31, 2023 |
Unit Price History | Wespath Funds Price History |
For More Information | Investment Funds Description – P Series |
3 mo | YTD | 1 yr | 3 yr | 5 yr | 10 yr | |
Inflation Protection Fund | 2.59% | 2.59% | -4.21% | 4.83% | 2.94% | 1.70% |
IPF Benchmark | 3.00% | 3.00% | -10.07% | 2.70% | 2.15% | 1.89% |
Inflation Protection Fund vs. Peer Group Universe
See Risk and Disclosures for more information regarding Net of Fees Performance.