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 1/18/2019)


Fund Price Change YTD
ETFIF $10.9260 0.02% 0.23%
FIF $29.7449 0.02% 0.81%
IPF $17.0016 0.10% 1.23%
IEF $34.8618 1.04% 6.29%
MAF $30.5342 0.78% 4.95%
STIF $12.5461 0.03% 0.18%
SVCBF $10.0824 -0.03% 0.38%
SVCEF $12.6065 1.33% 6.32%
USEF $40.5734 1.29% 8.17%
USEIF $13.7290 1.29% 7.05%
USTPF $10.0713 -0.16% 0.18%


 

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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