Investment Returns

Investment Returns

The Minnesota United Methodist Foundation investments are managed by RW Baird Company. Our investment policy aligns with the Social Principles of The United Methodist Church. All investments are either equities or fixed instruments. We do not invest in any mutual funds. If you would like additional return information or have any questions on investing with the Foundation please contact us by email or call 612-230-3337.

 
YTD Returns reflect conversion to new asset allocation models effective May 1, 2019.
(Returns for time period Jan 1-Apr 30 are reflective of old asset allocation models.)
Returns listed above are shown net of all fees and assume your funds were invested for the entire period.
(Your individual account's performance may vary from the model returns listed if you either deposited or withdrew funds during the period.)
 
Not FDIC Insured
For more information contact the MN United Methodist Foundation:
  • Sheri Meister, Executive Director, sheri.meister@mnumf.org or 612-230-3338
  • Diane Weller, Church Relations Director, diane.weller@mnumf.org or 612-230-3337