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 4/20/2018)

Fund Price Change YTD
USTPF $10.0969 -0.29% -1.31%
IPF $17.2260 -0.28% 0.35%
SVCBF $9.9073 -0.20% -2.31%
FIF $29.4789 -0.27% -1.20%
ETFIF $10.7356 -0.31% -3.71%
MAF $31.3586 -0.58% 1.17%
USEF $40.6192 -0.59% 2.36%
SVCEF $12.8618 -0.78% 0.06%
IEF $38.6114 -0.95% 1.50%



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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