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 2/16/2018)


Fund Price Change YTD
USTPF $10.0127 0.01% -2.14%
IPF $17.0756 0.08% -0.53%
SVCBF $9.9474 0.16% -1.91%
FIF $29.5533 0.26% -0.95%
ETFIF $10.7726 0.18% -3.38%
MAF $31.4880 0.17% 1.59%
USEF $40.6313 0.07% 2.39%
ESVPF $13.0559 0.30% 1.57%
IEF $39.1687 0.26% 2.96%


 

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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