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 12/12/2018)

Fund Price Change YTD
USTPF $9.9882 -0.14% -2.38%
IPF $16.8428 -0.02% -1.88%
SVCBF $9.9415 -0.03% -1.97%
FIF $29.3310 0.04% -1.69%
ETFIF $10.7868 -0.04% -3.25%
MAF $29.8665 0.72% -3.64%
USEF $39.7224 0.75% 0.10%
SVCEF $12.3968 0.93% -3.56%
IEF $33.7313 1.60% -11.33%



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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