UMF Collective Funds
of Michigan LLC

Below are the current performance figures, net of the typical investment management fee, for the UMF Collective Funds of Michigan LLC. This information is updated monthly as the information becomes available, so please check back often to see how each fund is progressing.

 

Fund Performance

Month/Year

Stock Fund

Bond Fund

Balanced Fund

YTD 2013

9.74%

0.84%

6.20%

Apr 2013

1.67%

0.68%

1.27%

Mar 2013

3.02%

0.10%

1.85%

Feb 2013

0.24%

0.33%

0.28%

Jan 2013

4.53%

-0.26%

2.37%

2012

13.11%

4.04%

9.03%

2011

-4.54%

5.50%

-0.03%

2010

15.28%

5.01%

10.66%

2009

24.97%

9.68%

18.19%

For historical performance prior to 2009 of church invested funds with the United Methodist Foundation of Michigan, click here.

 

Hypothetical Growth Charts

Below are hypothetical growth charts based on an investment of $100,000 over ten years with the United Methodist Foundation of Michigan. Click on graphs to view full size

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For more information about the performance of the UMF Collective Funds of Michigan LLC and asset allocation options, please contact us.

 

©2006-2013 The United Methodist Foundation of Michigan. All Rights Reserved. This website does not attempt to make specific legal or tax advice. For advice on how to handle your individual situation, the services of a competent legal, tax, or financial planning professional should be obtained.