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 7/18/2019)


Fund Price Change YTD
ETFIF $11.9787 0.08% 9.89%
FIF $31.7295 0.11% 7.53%
IPF $17.8727 0.00% 6.42%
IEF $37.7981 -0.07% 15.24%
MAF $33.3338 0.09% 14.57%
STIF $12.7270 0.03% 1.63%
SVCBF $10.7969 0.09% 7.50%
SVCEF $14.0299 0.14% 18.32%
USEF $45.7570 0.25% 21.99%
USEIF $15.4702 0.33% 20.63%
USTPF $10.7130 -0.01% 6.56%


 

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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