USEIF
U.S. Equity Index Fund
Frank Holsteen
Managing Director, Investment Management
Fund Snapshot | |
Inception | December 31, 2014 |
Exp. Ratio | 0.31% for 2023 |
Benchmark | Russell 3000™ Index |
Fund Assets | $71 Million as of March 31, 2024 |
Holdings | December 31, 2023 - PDF and March 31, 2024 - 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 | 10.12% | 10.12% | 29.46% | 9.77% | 14.42% | - |
USEIF Benchmark | 10.02% | 10.02% | 29.29% | 9.78% | 14.34% | - |