Socially Responsible Investment Performance
Summary August 31, 2021
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.
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| Returns are Net of Fees |
Portfolio |
2021 YTD |
2020 |
3 Year |
5 Year |
10 Year* |
Average Yield (Income)** |
| Balanced Fund |
65% Equities |
10.38% |
18.12% |
13.22% |
13.85% |
8.89% |
1.81% |
| Fixed Income Fund |
80% Fixed |
0.64% |
8.47% |
5.46% |
3.41% | 3.16% | 3.13% |
| Equity Growth Fund |
70% USA |
15.14% |
22.15% |
17.23% |
20.12% | 20.58% | 1.15% |
†On November 1 2010, the Foundation changed investment managers to Wespath, a Division of the General Board of Pensions 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
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| APY |
Monthly Rate |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
| Variable Rate |
0.300% |
0.357% |
0.736% |
0.664% |
1.41% |
1.67% |
1.84% |
Methodists Helping Methodists Fund
Fixed-Rate Investments
Effective July 1, 2021 until further notice
Rates effective as of the date of this report and are subject to change. Rates are Annual Percentage Yield (APY).
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|
Term |
$1,000 to $4,999 |
$5,000 to $9,999 |
$10,000 & above |
|
12 months |
0.50% |
1.00% |
1.11% |
|
24 months |
0.60% |
1.11% |
1.21% |
|
36 months |
1.06% |
1.56% |
1.66% |
|
48 months |
1.46% |
1.97% |
2.07% |
|
60 months |
1.71% |
2.22% |
2.32% |
| Variable-Rate accounts starting at $500 pay 0.30% | |||
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.
Detailed Returns and Benchmarks PDF