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 6/22/2018)

Fund Price Change YTD
USTPF $10.1641 0.16% -0.66%
IPF $17.0977 0.30% -0.40%
SVCBF $9.9023 0.04% -2.36%
FIF $29.2426 0.10% -1.99%
ETFIF $10.7429 0.02% -3.64%
MAF $31.6075 0.29% 1.97%
USEF $42.6639 -0.03% 7.51%
SVCEF $12.9652 0.45% 0.87%
IEF $37.6898 0.87% -0.92%



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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