Home
Who We Are
Services to Individuals
Services to Churches
Forms
Other Links
Contact Us
Current News

Market Based Investment Returns
Portfolio information on the Foundation’s socially responsible investment funds for churches, agencies and ministries of the Rocky Mountain Conference is available by contacting the Foundation office.

Returns as of October 31, 2017


Returns are
Net of Fees

Portfolio
Model

YTD 2017

2016

3 Year
Average

5 Year
Average

10 Year
Average

Average Yield (Income)**

Balanced Fund

65% Equities
35% Fixed
Income

13.76%

8.21%

5.98%

8.74%

5.26%

1.27%

Fixed Income Fund

70% Fixed
Income
30% Inflation
Protection

2.12%

5.76%

1.86%

1.47%

 

3.57%

3.20%

Equity Growth Fund

70% USA 30%
Intn'l

16.87%

9.13%

8.29%

14.12%

5.79%

1.05%

*The Balanced Fund was created by the foundation November 1, 2010. Historical figures are provided if the fund had been in place during this time.

+On November 1 2010, the Foundation changed investment managers to Wespath, a Division of the General Board of Pensions and Health Benefits.

**Average Yield (Income) is based on three year average of interest and dividend earnings.

Past performance is not an indication of future results.


Short Term Cash Fund

 

CURRENT
MONTH

2016
APY

2015
APY

2014
APY

2013
APY

2012
APY

2011
APY

Demand Variable Rate

1.409%

1.67%

1.84%

2.10%

2.10%

2.10%

1.86%


Methodists Helping Methodists Fund

Certificates of Participation*     

Rates effective as of the date of this report and are subject to change.. Rates are Annual Percentage Yield(APY).


Term

$1,000 to $4,999

$5,000 to $9,999

$10,000 & above

12 months

0.90%

1.40%

1.50%

24 months

1.15%

1.65%

1.75%

36 months

1.40%

1.90%

2.00%

48 months

1.65%

2.15%

2.25%

60 months

1.90%

2.40%

2.50%

Demand accounts starting at $500 pay 0.5%

View Methodist Helping Methodists Offering Circular

*Accounts are not FDIC insured nor are accounts insured by any other governmental or private insurance of any kind. This is not an offer to sell or the solicitation of an offer to buy any investment or security. The offering is made only by the current Offering Circular which is available by contacting the Foundation.

 

Sitemap


Portfolio Performance
How to Open an Account
Download Forms
Online Statements
Methodists Helping for Churches

 


View Investment
Opportunity Booklet