USEF
U.S. Equity Fund
Frank Holsteen
Managing Director, Investment Management
Amy Bulger
Director, Private Markets
Fund Snapshot | |
Inception | December 31, 1997 |
Exp. Ratio | 0.56% for 2023 |
Benchmark | Russell 3000™ Index |
Fund Assets | $5,684 Million as of March 31, 2024 |
Holdings | April 30, 2024 - PDF and April 30, 2024 - Excel |
Unit Price History | Wespath Funds Price History |
For More Information | Investment Funds Description – P Series |
3 mo | YTD | 1 yr | 3 yr | 5 yr | 10 yr | |
U.S. Equity Fund | 9.32% | 9.32% | 25.13% | 6.84% | 12.86% | 11.23% |
USEF Benchmark | 10.02% | 10.02% | 29.29% | 9.78% | 14.34% | 12.33% |
U.S. Equity Fund vs. Peer Group Universe