Quarterly Commentary – United Methodist Foundation, Inc

Quarterly Commentary.

Quarterly market updates and Balance Fund and Income Fund performance reports.

Income and Balance Fund Performance Reports.

The Foundation offers two investment fund options – Balance Fund and Income Fund. These performance reports are updated on a quarterly basis and will be available the month following the end of each quarter. To receive the Balance Fund or Income Fund Reports, please fill out the form below.

Performance Reports Request Form

Performance Report

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Balance Fund

Income Fund

Both

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To learn more about our current investment options and allocation, please click the link below for our annual donor brochure.

SEI DONOR BROCHURE

Quarterly Market Commentary.

Click to view full report.