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 11/21/2017)


Fund Price Change YTD
IPF $17.0079 0.10% 3.45%
FIF $29.6402 0.11% 5.87%
ETFIF $11.0504 0.30% 6.66%
MAF $30.5140 0.60% 16.15%
USEF $38.7796 0.83% 17.18%
ESVPF $12.5562 0.50% 18.72%
IEF $37.4335 0.84% 28.48%


 

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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