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 – 2018

Volatility remained the story with the headlines dominated by trade policy, increasing interest rates, the rebound in the U.S. dollar, and a stronger U.S. economy. U.S. large stocks in the S&P 500 Index were up 7.7% for the quarter marking the longest bull market in modern history. International stocks in the MSCI EAFE Index were up 0.8%. The U.S. dollar’s 2018 rebound has adversely affected non-dollar investments in the International Equity, Fixed Income, and Inflation Protection portfolios.

Quarter Ended September 30, 2018

  • U.S. Equities +6.2%     /   International Equities (0.6%)
  • Fixed Income +0.4%    /   Inflation Protection Strategies (0.6%)

Year-to-date September 30, 2018

  • U.S. Equities +11.9%     /   International Equities (2.7%)
  • Fixed Income (1.5%)    /   Inflation Protection Strategies (0.7%)
Year-to-date
September 30, 2018		 Trailing 1 Year
September 30, 2018
Diversified Fund 2.5% 6.3%
Lipper Median* 2.0% 5.3%
Over (Under) Performance 0.5%   1.0%
Endowment Investment Fund 2.5% 6.3%
Lipper Median* 2.0% 5.3%
Over (Under) Performance 0.5%   1.0%
Fixed Income Fund (1.5%) (0.8%)
BC U.S. Aggregate (1.6%) (1.2%)
Over (Under) Performance 0.1%   0.4%
* – Median returns from the Lipper mutual fund universe for balanced funds in the asset class category. As of 10/08/2018, the universe consisted of 5,182 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