IPF
Inflation Protection Fund
;
Frank Holsteen
Managing Director, Investment Management
Connie Christian, CFA
Manager, Fixed Income
Fund Snapshot | |
Inception | January 5, 2004 |
Exp. Ratio | 0.46% for 2022 |
Benchmark | IPF Benchmark |
Fund Assets | $1,073 Million as of July 31, 2023 |
Holdings | June 30, 2023 |
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 | -1.52% | 0.75% | 3.39% | 1.54% | 2.80% | 2.12% |
IPF Benchmark | -1.88% | -0.47% | 0.67% | -1.12% | 1.80% | 2.25% |
Inflation Protection Fund vs. Peer Group Universe
See Risk and Disclosures for more information regarding Net of Fees Performance.