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 | March 31, 2024 - PDF and June 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 | -0.39% | 8.89% | 16.09% | 4.52% | 11.82% | 10.70% |
USEF Benchmark | 3.22% | 13.56% | 23.13% | 8.05% | 14.14% | 12.15% |
U.S. Equity Fund vs. Peer Group Universe