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 8/16/2018)

Fund Price Change YTD
USTPF $10.1904 -0.09% -0.40%
IPF $17.0295 0.20% -0.80%
SVCBF $9.9870 -0.02% -1.52%
FIF $29.4038 0.12% -1.45%
ETFIF $10.8758 -0.01% -2.45%
MAF $31.4343 0.45% 1.41%
USEF $43.2465 0.71% 8.98%
SVCEF $13.1296 0.86% 2.14%
IEF $36.2049 0.49% -4.83%



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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