Socially Responsible Investment Performance

As of August 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.
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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

4.01%

16.61%

10.07%

8.09%

7.05%

1.83%

Fixed Income Fund

80% Fixed
Income
20% Inflation
Protection

-1.51%

5.29%

2.56%

2.07%

3.32%

3.17%

Equity Growth Fund

70% USA
30% Intn'l

6.74%

21.59%

13.98%

12.22%

9.84%

1.17%

*The Balanced Fund was created by the foundation November 1, 2010. Historical figures are provided if the fund had been in place during this time.

+On November 1 2010, the Foundation changed investment managers to Wespath.

**Average Yield (Income) is based on three year average of interest and dividend earnings.

Short Term Cash Fund

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APY Month YTD 2017 2016 2015 2014 2013
Variable Rate

0.501%

1.240%

1.409%

1.67%

1.84%

2.10%

2.10%

Methodists Helping Methodists Fund
Fixed-Rate Investments

Fixed-Rate Investment* Rates are subject to change. Rates are Annual Percentage Yield (APY)

Rates are effective July 1, 2018 to September 30, 2018
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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

1.76%

2.27%

2.38%

48 months

2.17%

2.68%

2.78%

60 months

2.43%

2.94%

3.04%

Demand accounts starting at $500 pay 0.5%
Rates reflected are APY
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.

**UMF established the Methodists Helping Methodists Fund in 1997 for United Methodist Investors. This fund invests in loans to United Methodist churches and institutions.