Investment Performance

KUMF funds are under the direction of the Mitchell/Kelly Group of Merrill Lynch (Louisville). 

The Investment Committee of the Board of Directors of the Kentucky United Methodist Foundation meets quarterly to review investment performance, ensure compliance with the Investment Policy Statement, including the United Methodist Socially Responsible Investing (SRI) standards, (¶ 717) and set the rate for the Stable Value Fund.

 

KUMF Historical Returns for Balanced Fund & Good Samaritan Fund

 

 

Stable Value Fund 

2016 Qtr. 3 2016 Qtr. 2 2016 Qtr. 1     2015
1.0% 1.0% 1.0%      1.0%

 

 

 

 




 

 

Helping Faithful People
Live Generous Lives