IPF
Inflation Protection Fund
;
Frank Holsteen
Managing Director, Investment Management
Fund Snapshot | |
Inception | January 5, 2004 |
Exp. Ratio | 0.50% for 2021 |
Benchmark | IPF Benchmark |
Fund Assets | $1,669 Million as of February 28, 2023 |
Holdings | December 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 | 2.62% | -5.46% | -5.46% | 2.02% | 2.49% | 1.48% |
IPF Benchmark | 1.15% | -12.20% | -12.20% | 0.28% | 1.64% | 1.53% |
Inflation Protection Fund vs. Peer Group Universe
See Risk and Disclosures for more information regarding Net of Fees Performance.