Purposeful contributions through market-based investments.
Make an investment that aligns with your congregation's vision of a better world.
TMF offers a competitive environment for the investment of funds. The following six market-based funds - the TMF Balanced Portfolio and five Wespath funds - are designed to help churches and other organizations fulfill their investment objectives. These funds are not availabe to individuals.
- Designed for long-term growth and income
- Typically permanent funds
- Minimum investment of $25,000 for three years or more is suggested
- Earn long-term capital appreciation from a broadly diversified portfolio of primarily U.S. stocks
- Holds securities of publicly-traded U.S. based real estate investment trusts (REITs), limited partnership interests in private U.S. real estate and other private investments (venture capital, buyouts, etc.) of U.S. companies
- Holds equity index futures of U.S. stock indexes
- Earn current income by investing in a broadly diversified portfolio of fixed-income instruments
- Holds publicly traded U.S. fixed-income securities, and fixed-income securities denominated in currencies other than the U.S. dollar
- Holds privately placed loans originated by the Positive Social Purpose Lending Program (e.g., affordable housing and community development loans)
- Seeks to provide investors with current income and protect principal from loss of purchasing power due to inflation
- Holds a combination of U.S. and foreign fixed income securities
- Also invests in commodity futures contracts and holds senior secured loans
- Seeks to earn long-term capital appreciation primarily from a broadly diversified portfolio of foreign equities
- Holds real estate investment trusts (REITs) and interests in private real estate and private equity partnerships located in foreign countries
- Seeks to maximize long-term investment returns, including current income and capital appreciation, while reducing short-term risk by investing in a broad mix of investments
- Holds a pre-specified allocation of units of the following Wespath funds: Fixed Income Fund (FIF), Inflation Protection Fund (IPF), International Equity Fund (IEF) and U.S. Equity Fund (USEF)
Earnings on market-based investments are reported monthly and reflect the fund’s total valuation (net of fees). Returns are based on the actual market performance of the investments within the fund.