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Socially Responsible Investment Performance
Summary May 31, 2018

Portfolio information on the Foundation’s Socially Responsible Investment funds for churches, agencies and ministries related to United Methodists in Colorado, Montana, Utah, and Wyoming is available by contacting the Foundation office.

Past performance is not an indication of future results.


Returns are
Net of Fees

Portfolio
Model

2018 YTD
Actual

2017

3 Year
annualized

5 Year
annualized

10 Year
annualized*

Average Yield (Income)**

Balanced Fund

65% Equities
35% Fixed
Income

1.15%

16.61%

6.37%

7.27%

6.07%

1.82%

Fixed Income Fund

80% Fixed
Income
20% Inflation
Protection

-2.53%

5.29%

1.40%

1.36%

3.34%

3.13%

Equity Growth Fund

70% USA 30%
Intn'l

1.77%

21.59%

8.66%

11.31%

7.76%

1.18%

+On November 1, 2010, the Foundation changed investment managers to Wespath, a Division of the General Board of Pension and Health Benefits of The United Methodist Church. *The Balanced Fund was created by the foundation November 1, 2010. The five and ten year historical figures are provided as if the fund had been in place during this time. **Average Yield (Income) is based on three year average of interest and dividend earnings.



Short Term Cash Fund

APY

Month

YTD

2017

2016

2015

2014

2013

Variable Rate

0.501%

0.989%

1.409%

1.67%

1.84%

2.10%

2.10%


Methodists Helping Methodists Fund
   Fixed-Rate Investments

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

1.16%

1.66%

1.76%

24 months

1.41%

1.92%

2.02%

36 months

1.66%

2.17%

2.27%

48 months

1.92%

2.43%

2.53%

60 months

2.17%

2.68%

2.78%

Variable-Rate accounts starting at $500 pay 0.50%

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.

 

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