IPF
Inflation Protection Fund
;
Frank Holsteen
Managing Director, Investment Management
Nízida Arriaga, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | January 5, 2004 |
Exp. Ratio | 0.50% for 2021 |
Benchmark | IPF Benchmark |
Fund Assets | $1,911 Million as of May 31, 2022 |
Holdings | March 31, 2022 |
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 | 1.25% | 1.25% | 8.16% | 6.22% | 4.53% | 2.76% |
IPF Benchmark | 0.56% | 0.56% | 9.32% | 6.59% | 5.05% | 3.56% |
Inflation Protection Fund vs. Peer Group Universe
See Risk and Disclosures for more information regarding Net of Fees Performance.