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 10/22/2018)

Fund Price Change YTD
USTPF $9.9601 -0.03% -2.65%
IPF $16.9659 0.04% -1.17%
SVCBF $9.8741 0.00% -2.64%
FIF $29.1613 -0.01% -2.26%
ETFIF $10.6153 -0.01% -4.79%
MAF $30.3983 -0.01% -1.93%
USEF $41.1248 -0.21% 3.63%
SVCEF $12.6006 -0.45% -1.97%
IEF $34.4968 0.23% -9.32%



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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