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 10/19/2018)


Fund Price Change YTD
USTPF $9.9632 -0.15% -2.62%
IPF $16.9596 -0.09% -1.20%
SVCBF $9.8744 -0.13% -2.63%
FIF $29.1649 -0.11% -2.25%
ETFIF $10.6163 -0.23% -4.78%
MAF $30.4011 -0.24% -1.92%
USEF $41.2125 -0.61% 3.85%
SVCEF $12.6577 0.00% -1.53%
IEF $34.4193 0.03% -9.52%


 

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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