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 | 0.50% for 2023 |
Benchmark | IPF Benchmark |
Fund Assets | $1,086 Million as of March 31, 2024 |
Holdings | June 30, 2024 |
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 | 3.31% | 3.79% | 7.92% | 1.35% | 3.26% | 2.67% |
IPF Benchmark | 3.79% | 4.99% | 8.94% | -0.86% | 1.58% | 2.94% |
Inflation Protection Fund vs. Peer Group Universe