Monthly Investment Returns

Investment Returns

Rate of Return as of November 30, 2024, net-of-investment fees
*Historical returns are not indicative of future performance. The Balanced Fund returns represent the historical return for the Wespath Multiple Asset Fund (100%) until October 2024, when the asset allocation changed to Wespath U.S. Equity Fund (25%), Wespath U.S. Equity Index Fund (20%), Wespath International Equity Fund (20%), and Wespath Fixed Income Fund (35%). The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath International Equity Fund (35%), and subsequently changed October 2024 to Wespath U.S. Equity Fund (40%), Wespath U.S. Equity Index Fund (40%), and Wespath International Equity Fund (30%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
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Investment Advantages with KMF

Wespath Institutional Investments' Karen Manczko, Director of Institutional Relationships, joined Rev. Dr. Dustin Petz, KMF’s President & CEO, to share how the Foundation invests funds to make a difference in the world in alignment with the values of the Church, while also making a competitive return to grow resources for ministry.

Quarterly Investment Report

2024 3rd Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
July 2024August 2024September 2024
2024 2nd Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
April 2024May 2024June 2024
2024 1st Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
January 2024February 2024March 2024
2023 4th Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
October 2023November 2023December 2023
2023 3rd Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
July 2023August 2023September 2023
2023 2nd Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
April 2023May 2023June 2023
2023 1st Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%) until October 2022, when the asset allocation changed to Wespath U.S. Equity Fund (45%), Wespath U.S. Equity Index Fund (20%), and Wespath Interntional Equity Fund (35%). The U.S. Equity Index Fund is the Wespath U.S. Equity Index Fund. The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
January 2023February 2023March 2023
2022 4th Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%). The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
December 2022
November 2022
October 2022
2022 3rd Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%). The Fixed Income Fund performance is the Wespath Fixed Income Fund. More information about the funds and benchmarks can be found at https://www.wespath.com/funds. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
September 2022
August 2022
July 2022
2022 2nd Quarter Investment Summary
Quarterly Update on KMF Funds from Wespath Institutional Investments
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%). The Fixed Income Fund performance is the Wespath Fixed Income Fund. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Monthly Investment Reports from Wespath Institutional Investments
June 2022
May 2022
April 2022
2022 1st Quarter Investment Summary
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%). The Fixed Income Fund performance is the Wespath Fixed Income Fund. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Quarterly Update on KMF Funds from Wespath Institutional Investments
Monthly Investment Reports from Wespath Institutional Investments
March 2022
February 2022
January 2022
2021 4th Quarter Investment Summary
Investment Performance
Rates of Return are net-of-investment fees*
*Historical returns are not indicative of future performance. The Balanced Fund performance is the Wespath Multiple Asset Strategy performance. The Equity Fund returns represent the historical data for the Wespath U.S. Equity Fund (55%) and the Wespath International Equity Fund (45%). The Fixed Income Fund performance is the Wespath Fixed Income Fund. The Short Term Income Fund is a combination of multiple investment instruments of the Foundation. The Foundation hired Wespath Institutional Investments on November 1, 2019. The Administration Fee of the Foundation is not included.
Quarterly Update on KMF Funds from Wespath Institutional Investments
Monthly Investment Reports from Wespath Institutional Investments
December 2021
November 2021
October 2021
2021 3rd Quarter Investment Summary
Investment Performance
Rates of Return are net-of-investment fees
Quarterly Update on KMF Funds from Wespath Institutional Investments
2021 2nd Quarter Investment Summary
Investment Performance
Rates of Return are net-of-investment fees
Market Commentary
• The S&P 500 and NASDAQ increased 2.3% and 5.6%, respectively, reaching record levels during the month.

• Inflation, as measured by the Personal Consumption Expenditure (PCE) Price Index, reached 3.9% year-over-year in May. The Core PCE Price Index, which excludes volatile food and energy prices, rose 3.4%. Similarly, the Consumer Price Index (CPI) increased 5% year over year in May, its largest increase since August 2008.

• Yields of longer-dated U.S. Treasury securities decreased during the month of June as Federal Reserve officials
indicated the central bank may increase short-term interest rates sooner than previously projected.

Market Commentary is provided by Wespath Institutional Investments.
2021 1st Quarter Investment Summary
Investment Performance
Rates of Return are net-of-investment fees
Market Commentary
• The S&P 500, Dow Jones Industrial Average and NASDAQ increased in March amid rising optimism for an
economic recovery, while fixed income markets declined as U.S. Treasury bond yields rose.

• President Biden signed into law a $1.9 trillion coronavirus aid spending bill. The package included direct checks and jobless aid, as well as money for schools, vaccine distribution efforts, and state and local governments.

• The U.S. economy added 916,000 non-farm jobs in March, marking a seven-month high and exceeding economists’ median estimate of 660,000, according to a Bloomberg survey. The unemployment rate decreased to 6%.

Market Commentary is provided by Wespath Institutional Investments.

Let's Get Started

If you have questions about your account or fund performance, contact Gloria Markus, Director of Finance of the Kansas Methodist Foundation. ​
Contact Gloria
Gloria Markus
Copyright © 2022 · All Rights Reserved · Kansas Methodist Foundation, Inc.
620-664-9623
100 East First Ave​  |  Hutchinson, Kansas 67501​
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