Investment Performance

Wespath Institutional Investments' range of high-quality, well-managed funds ensures that United Methodist-related institutions are able to choose from broadly diversified portfolios across asset classes, styles and strategies. Our demonstrated expertise helps fiduciaries of non-profit organizations meet their investment objectives.
 
Wespath offers investors quick and easy access to investment performance.
 

I Series Fund and Strategy Composite Performance

 

Monthly Investment Performance

The Monthly Investment Report examines recent events that impacted the financial markets and provides a snapshot of the funds’ monthly investment performance including performance attribution.
 

Quarterly Investment Performance

Quarterly investment performance information will be available on individual fund pages following the end of the first quarter of 2019.
 

Fund Performance*

Prices (as of 3/20/2019)
Fund Price Change YTD
FIF-I $30.4845 0.31% 3.31%
IPF-I $17.4194 0.38% 3.72%
IEF-I $37.1289 -0.40% 13.20%
MAF-I $32.1281 -0.15% 10.43%
STIF-I $12.5847 0.03% 0.49%
USEF-I $43.4346 -0.41% 15.80%
USEIF-I $14.5302 -0.37% 13.30%
USTPF-I $10.3485 0.63% 2.94%


View the I Series of Funds.

 
* Historical returns are not indicative of future performance. Please refer to the Investment Funds Description - I Series for more information about the Funds. This is not an offer to purchase securities.
 

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