Socially Responsible Investment Performance as of June 30, 2026
2026-06-30 Rates Returns Benchmarks
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 | YTD | 2025 | Three Year annualized | Five Year annualized | 10 Year annualized | Average Yield (Income)* |
| Balanced Fund | 7.37% | 14.65% | 13.92% | 6.17% | 12.14% | 2.35 |
| †65% Equity, 35% Fixed Income |
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| Fixed Income Fund | 0.97% | 7.43% | 4.69% | 0.48% | 2.00% | 4.60% |
| †80% Fixed Income, 20% Inflation Protection |
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| Equity Growth Fund | 10.59% | 18.41% | 19.44% | 9.51% | 19.86% | 1.23% |
| †70% US Equity, 30% International Equity |
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| Values Plus Fixed Income Fund | 0.12% | 8.45%‡ | 5.09%‡ | 0.64%‡ | ||
| Offering was made available to MHM Foundation Investors on April 30, 2025. Holdings are primarily fixed income securities with additional social screens. ‡Returns shown are historical Wespath Institutional Investment Performance. |
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| Values Plus Equity Growth Fund |
8.19% | 21.86%‡ | 19.64%‡ | 11.77%‡ | 13.49%‡ | |
| Offering was made available to MHM Foundation Investors on April 30, 2025. Passively managed; holdings are primarily U.S. and non-U.S. public, equities with additional social screens. ‡Returns shown are historical Wespath Institutional Investment Performance. |
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| Methodists Helping Methodists Foundation's Investment Policy can be found in the Investment Opportunity Booklet | ||||||
| Investment manager is Wespath Institutional Investments, an original signatory of the United Nations’ Principles for Responsible Investments. | ||||||
| Short Term Fund | Current Rate | 2025 | 2024 | 2023 | 2022 | 2021 |
| Variable Rate | 0.50% | 0.50% | 0.50% | 0.50% | 0.38% | 0.32% |
Methodists Helping Methodists Fund
Fixed-Rate Investments
Current rates are effective July 1, 2026 and will remain until further notice.
Rates effective as of the date of this report and are subject to change.
Stated Rates are Annual Percentage Yield (APY). These are higher then actual rates when interest is compounded.
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|
|
Investment |
Amount |
|
|
Term |
$1,000 to $4,999 |
$5,000 to $9,999 |
$10,000 & above |
| 6 months | 3.14% | 3.35% | 3.56% |
| 12 months | 3.14% | 3.35% | 3.56% |
| 24 months | 3.35% | 3.56% | 3.76% |
| 36 months | 3.58% | 3.79% | 4.00% |
| 48 months | 3.58% | 3.79% | 4.00% |
| 60 months | 3.58% | 3.79% | 4.00% |
| Variable-Rate accounts starting at $500 pay 0.50% | |||
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.