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 | $68 Million as of February 29, 2024 |
Holdings | December 31, 2023 - PDF and February 29, 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 | 12.05% | 26.11% | 26.11% | 8.49% | 15.16% | - |
USEIF Benchmark | 12.07% | 25.96% | 25.96% | 8.54% | 15.16% | - |