Investments Information


Educational and relevant articles about our funds and investing in general.

Wespath Processing Holiday Schedule

Days when Wespath Benefits and Investments (Wespath) and financial exchanges will be closed.

Important Information for Participants Self-Directing Investments

Considerations to help guide the selection of investment funds for participants that have elected to self-direct investments for the various Wespath defined contribution plans [Clergy Retirement Security Program (DC), Horizon 401(k), Retirement Plan for General Agencies (RPGA), Security Program (DC) and United Methodist Personal Investment Plan].

Interfund Transfer Rule

Wespath maintains a policy to limit the frequency of interfund transfers by participants in its funds. Under the policy, a participant may not purchase units in a particular fund for 60 days after selling units in that same fund. For more information, view the Investment Funds Description.

Investing Opportunities Brochure

A summary of Wespath-provided resources and investment funds to assist participants in achieving their investment goals.

Investment Funds Description

Information on Wespath funds’ investment strategy and other pertinent details, including a helpful glossary of investment-related words and concepts.

Investment Funds Description Updates

Updates to information about Wespath funds that should be reviewed in addition to the annually published Investment Funds Description.

Fund Summary Prospectuses

Fund-specific information detailing each fund’s investment objective, risks, performance, fees and more. The summaries complement Wespath’s full Investment Funds Description.

Wespath's Investment Beliefs

Wespath's Investment Beliefs outline 10 guiding principles that help define Wespath’s investment philosophy, and support its mission to provide investment services aligned with the values of The United Methodist Church.

Investment Policy

Addresses the issues of asset allocation, asset class benchmarks and fund investment restrictions.

Investment Policy Updates

Changes to the Investment Strategy Statement and/or Statement of Administrative Investment Policy approved within the past year.


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