Performance

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Current Funds Performance

The most recent unit price, price change and current year performance for the Wespath investment funds.

Historical Funds Performance

Prior quarter, one-year, two-year and performance-since-inception for the Wespath investment funds.

Monthly Investment Report

The Monthly Investment Report examines recent events that impacted the financial markets and provides a snapshot of Wespath’s monthly investment performance.

 

Important Information for Participants Self-Directing Investments: If you self-direct your Wespath-administered retirement investments, please read this important information.



Prices (as of 11/15/2019)


Fund Price Change YTD
ETFIF $12.3659 -0.14% 13.44%
FIF $32.2392 0.00% 9.26%
IPF $18.0427 0.04% 7.43%
IEF $39.0586 0.83% 19.09%
MAF $34.1299 0.54% 17.31%
STIF $12.8174 0.01% 2.35%
SVCBF $11.0102 -0.05% 9.62%
SVCEF $14.8230 0.76% 25.01%
USEF $46.8781 0.80% 24.98%
USEIF $16.1563 0.76% 25.98%
USTPF $10.8101 -0.15% 7.53%


 

Resources

Wespath Monthly Investment Reports

Investment Policy

Investment Policy Updates

Investment Funds Description

Investment Funds Description Updates

Fund Holdings

Processing Holiday Schedule

Wespath Investing Opportunities

 
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