Returns were strong across all funds and continue to outpace their benchmarks in both the short-term and long-term periods. The growth means that our partner churches and institutions can do more for mission, scholarships, care programs, and other vital forms of ministry.
The Income Only Fund has proved to be a good option for those who want to stay out of the stock market or are still deciding where they want to place funds for the long term. This cash alternative option saw a 4.91% (annualized) return through August.
The Foundation has seen peaks and valleys many times since we began actively managing investments in 1985. Our four fund options offer varying levels of equities (stock) exposure. All are invested in socially responsible ways that offer competitive returns at competitively low administrative fees.
We encourage investors to make choices based on their specific goals, risk tolerance and time horizon – rather than short-term fluctuations in the market.
We are proud of our long-term record, thankful for the wisdom of the investment team – and ready to help you be the best steward of your financial resources. Click here to learn about ways we can serve you.
At street level, youth get up-close look at life on the margins
United Methodist youth traveled the streets of uptown Charlotte to see economic disparity - and the hope of God's enduring presence.
Reflecting on Thomas Wolfe and the path that led me home
Since my return to the Foundation staff following 18 years in local church ministry, I have found the familiarity of the “home” I knew – same values, similar mission, same ministries. The culture I saw taking root is now flourishing.
‘I can’t say enough about how life-changing it’s been’
Too many clergy have to choose between paying off loans and taking care of personal and family needs. Rev. Mark Curtis shares his experience in a Foundation program that helped him gain financial peace.
