USEIF
U.S. Equity Index Fund
Frank Holsteen
Managing Director, Investment Management
Hoa Quach, CFA
Director, Public Markets
Virgilio Calahong, CAIA
Manager, Public Equities
Fund Snapshot | |
Inception | December 31, 2014 |
Exp. Ratio | 0.19% for 2024 |
Benchmark | Russell 3000™ Index |
Fund Assets | $144 Million as of December 31, 2024 |
Holdings | May 31, 2025 and May 31, 2025 - Excel |
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 | |
U.S. Equity Index Fund | 10.74% | 5.41% | 14.95% | 18.86% | 15.85% | 12.78% |
USEIF Benchmark | 10.99% | 5.75% | 15.30% | 19.08% | 15.96% | 12.96% |