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 10/20/2017)


Fund Price Change YTD
IPF $16.9060 -0.18% 2.83%
FIF $29.6524 -0.24% 5.91%
ETFIF $10.9620 -0.51% 5.81%
MAF $30.1808 0.13% 14.88%
USEF $38.2416 0.63% 15.56%
ESVPF $12.4990 0.01% 18.17%
IEF $36.7786 -0.05% 26.23%


 

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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