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 9/20/2019)


Fund Price Change YTD
ETFIF $12.4171 0.24% 13.91%
FIF $32.1567 0.13% 8.98%
IPF $18.0270 0.13% 7.34%
IEF $37.4351 -0.13% 14.14%
MAF $33.2611 -0.15% 14.32%
STIF $12.7762 0.03% 2.02%
SVCBF $10.9648 0.16% 9.17%
SVCEF $14.1635 -0.46% 19.45%
USEF $45.2937 -0.42% 20.76%
USEIF $15.4792 -0.45% 20.70%
USTPF $10.8505 0.36% 7.93%


 

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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