Monthly Investment Returns

Investment Returns

Rate of Return as of October 31, 2022, 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.
Read October's Market Minute

2022 Investor Forum with Wespath Institutional Investments

Wespath Institutional Investments' Dave Zellner, CIO, and Karen Manczko, Director of Institutional Relationships, joined Rev. Dr. Dustin Petz, KMF’s President & CEO, to share how the Foundation’s funds performed in 2021, the unique advantages offered with these long-term investment strategies, and the “Top Five Things to Watch for in 2022."

Quarterly Investment Report

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
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
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
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

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