Investment Performance Charts

The Methodist Foundation for Arkansas has over $190 million invested with Wespath Institutional Investments, a division of the not-for-profit Wespath Benefits and Investments, an agency of the United Methodist Church, to meet the Foundation’s investment goals.

Foundation fund holders choose between three investment pools made up of Wespath managed funds.

  1. The Income Pool is the most conservative group of investments, made up of bond portfolios, and fixed income products.
  2. The Growth Pool holds U.S. and global equity portfolios.
  3. The Blended Pool, where most of the MFA assets reside, is made up of 65 percent equity and 35 percent fixed income products.

With more than $23 billion in managed client assets, Wespath is the largest reporting faith-based investor in the United States. It provides a diversified, multi-manager investment approach achieving competitive long-term performance while remaining in alignment with the social principles of the United Methodist Church. Wespath is an industry leader in promoting sustainable business practices, transforming companies through environmental, social, and governance best practices.

Blended Investment Pool

Methodist Foundation Arkansas Performance Chart Blended Pool December 31 2020

Income Investment Pool

Methodist Foundation Arkansas Performance Charts Income Pool December 31 2020

Growth Investment Pool

Methodist Foundation Arkansas Performance Chart Growth Pool December 31 2020

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