IPF
Inflation Protection Fund
Frank Holsteen
Managing Director, Investment Management
Hoa Quach, CFA
Director, Public Markets
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | January 5, 2004 |
Exp. Ratio | 0.45% for 2024 |
Benchmark | IPF Benchmark |
Fund Assets | $1,112 Million as of December 31, 2024 |
Holdings | June 30, 2025 |
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 | 2.53% | 7.58% | 4.95% | 5.41% | 3.47% | 3.62% |
IPF Benchmark | 2.26% | 7.14% | 4.32% | 4.59% | 1.90% | 3.46% |
Inflation Protection Fund vs. Peer Group Universe