Securing retirement futures by aligning investments with UMC values



Positive Social Purpose (PSP) Lending Program

Wespath Benefits and Investments (Wespath) uses the PSP Lending Program to promote affordable housing, community development and expanded loan opportunities for poor communities around the world, all while earning a market rate of return commensurate with risk.



Monthly Investment Report

Our Monthly Investment Report focuses on recent events that have impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of Wespath's monthly investment performance.


Prices (as of 10/15/2019)

Fund Price Change YTD
ETFIF $12.3820 -0.43% 13.59%
FIF $32.1814 -0.16% 9.06%
IPF $17.9694 -0.24% 7.00%
IEF $37.7370 0.96% 15.06%
MAF $33.2873 0.58% 14.41%
STIF $12.7946 0.01% 2.17%
SVCBF $10.9891 -0.21% 9.41%
SVCEF $14.2634 1.02% 20.29%
USEF $45.1044 1.01% 20.25%
USEIF $15.4711 1.01% 20.64%
USTPF $10.7875 -0.37% 7.30%

Our investment funds provide varying levels of risk and return for eligible participants. Participants also have financial planning and age-related investment management support to help manage their retirement accounts.


close (X)