Your Oklahoma United Methodist Foundation is a resource for your church. The Foundation investment program can help ensure that endowments, scholarship funds, designated gifts and other long-term assets are administered appropriately by providing fiduciary oversight and long-term continuity.

The investment program seeks to preserve principal, maintain purchasing power, and provide reliable and sustainable income for the support of ministry. In addition, Foundation education materials and programming are available to assist your volunteer committees in building a strong and vital stewardship program.

To learn more, contact the Foundation office at 800-259-6863.

Investment Summary Q3 – 2019

It was a volatile but overall relatively flat quarter. As expected, the Federal Reserve cut interest rates by a quarter point in July and again in September but those actions, for the most part, appear to have already been priced into the markets. U.S. large stocks in the S&P 500 Index gained 1.7% for the quarter. Growth stocks continue to out-perform across U.S. small, mid, and large-cap equity strategies. International developed stocks in the MSCI EAFE Index were down 1.7%. The Bloomberg Barclays U.S. Aggregate bond index gained 2.3% for the quarter.

Year-to-date September 30, 2019

  • U.S. Equities 19.9%     /   International Equities 13.4%
  • Fixed Income 9.3%    /   Inflation Protection Strategies 7.4%
Year-to-date
September 30, 2019		 Trailing 3 Years
September 30, 2019
Diversified Fund 13.1% 7.1%
Lipper Median* 12.5% 6.4%
Over (Under) Performance 0.6%   0.7%
Endowment Investment Fund 13.1% 7.1%
Lipper Median* 12.5% 6.4%
Over (Under) Performance 0.6%   0.7%
Fixed Income Fund 8.9% 3.8%
BC U.S. Aggregate 8.5% 2.9%
Over (Under) Performance 0.4%   0.9%
* – Median returns from the Lipper mutual fund universe for balanced funds in the asset class category. As of 10/10/2019, the universe consisted of 4,749 peers. Source: Wilshire Associates, Lipper, and Wespath.

Notes: Historical returns are time-weighted and net of all fees.   Returns greater than one year are annualized. Past performance is no guarantee of future returns.
Quarterly Funds Analysis

Endowment Investment Fund
Diversified Fund
Fixed Income Fund