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 Q2 – 2019

It was a volatile quarter due to continuing trade tensions with China weighing on the market in May but gains in late June resulted in a positive quarter adding to Q1 gains. U.S. large stocks in the S&P 500 Index gained 4.3% for the quarter and reached an all-time high on July 1. 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 up 2.5%. The Bloomberg Barclays U.S. Aggregate bond index gained 3.1% for the quarter.

Year-to-date June 30, 2019

  • U.S. Equities 21.0%     /   International Equities 16.1%
  • Fixed Income 7.4%    /   Inflation Protection Strategies 6.3%
Year-to-date
June 30, 2019		 Trailing 3 Years
June 30, 2019
Diversified Fund 13.8% 9.0%
Lipper Median* 11.5% 7.1%
Over (Under) Performance 2.3%   1.9%
Endowment Investment Fund 13.8% 9.0%
Lipper Median* 11.5% 7.1%
Over (Under) Performance 2.3%   1.9%
Fixed Income Fund 7.1% 3.8%
BC U.S. Aggregate 6.1% 2.3%
Over (Under) Performance 1.0%   1.5%
* – Median returns from the Lipper mutual fund universe for balanced funds in the asset class category. As of 7/9/2019, the universe consisted of 4,802 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