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Texas Methodist Foundation

11709 Boulder Lane, Suite 100

Austin, Texas 78726-1808

Tel: (512) 331-9971

Toll-free: (800) 933-5502

Fax: (512) 331-0670

 

Current Rates

Variable Rates For May 2008*

  Fund

  Current   Rate 

  2007
  Average

  Three
  Year
   Avg.

  Five
  Year
   Avg.

TMF Methodist
Loan Fund

   3.00%

 4.20%

   3.83%

3.40%

TMF Short-
Term Fund

   2.25%

 3.43%

   2.98%

2.45%

TMF Individual Fund/IRA**

   2.85%

 4.05%

   3.68%

3.24%

                Fixed Rates through 5/9/2008***

 

Fund

1 year

2 year

3 year

4 year

5 year

TMF Methodist
Loan Fund

3.55%

3.65%

3.80%

3.90%

4.10%

TMF Individual Fund or IRA**

3.40%

 3.50%

3.65%

3.75%

3.95%

Total Returns as of 4/30/2008

Fund

4/30/08 YTD

  2007   Return

Three
Year
 Avg.

     Five
     Year
     Avg.

TMF Equity

-4.70%

9.07%

8.80%

12.10%

S & P 500
for comparison

-5.60%

5.49%

8.09%

12.77%

TMF Fixed Income

1.66%

5.34%

3.80%

3.22%

TMF Balanced

-2.35%

7.13%

6.51%

7.89%

 

Past performance is not an indication of future results.

*Variable rates are subject to change monthly.

**TMF established the Individual Fund on September 17, 1997 for individual investors.  This fund invests in loans to United Methodist churches and institutions.

***TMF established the fixed rate option January of 2002.  This fund invests in loans to United Methodist churches and institutions.  Fixed rates are set on a weekly basis.

To learn more about our investment funds, please contact Sara Beltran at sbeltran@tmf-fdn.org or 1-800-933-5502.

Or, fill out our Online Response Card to request more information.

For more information about the Methodist Loan Fund and Individual Fund, including current rates, download this two-page flyer. (Adobe Acrobat Reader required)

To print this page, click here.