Investment Returns
Invest with purpose and for your mission
Investment Solutions Aligned with Your Mission
We are committed to helping congregations, ministries, and individuals grow and manage their financial resources with integrity, purpose, and faith. Our Investment Solutions are designed to align with United Methodist values while offering a diverse range of offerings to meet varying financial goals and risk profiles.
We offer a suite of professionally managed investment solutions: a Money Market account for liquidity, a Conservative model, two Moderate models and an Aggressive model.
| QTD thru June | YTD thru June | 1 Year | 3 Years | 5Years | 10 Years | ||
|---|---|---|---|---|---|---|---|
| Liquidity-Money Market SGUXX | 3.84% | 4.59% | 3.50% | --- | Schwab | ||
| Benchmark | 3.96% | 4.76% | 3.79% | --- |
Three-Bucket Models
| QTD thru June | YTD thru June | 1 Year | 3 Years | 5Years | 10 Years | ||
|---|---|---|---|---|---|---|---|
| Liquidity-Money Market SGUXX | 3.84% | 4.59% | 3.50% | --- | Schwab | ||
| Benchmark | 3.96% | 4.76% | 3.79% | --- |