• Earning to Support Catholic Ministries

• • March – May of 2020 were hard months, but recovery in value came back in June.
  • The year-to-date return from January 1, 2021 – March 15, 2021 is 5.56%.
  • The three-year rate of return since IFC began managing the funds is 31%, with an annualized rate of return of 8.58%
  • There was consensus that the unique growth and world-wide market trends are unique over the last three-years.
  • Investing For Catholics has done analysis of the WCMF portfolio has slightly outperformed when compared to the benchmark of other portfolios that are also screened for Catholic values (Ours = 8.58% vs.7.1% benchmark)
  • Investing for Catholics has determined that the WCMF screened portfolio actually outperforms similar sized portfolios in a non-screened allocation – we are not giving up returns because we restrict investments based on values.
  • The WCMF Portfolio consists of more than 12,000 firms/financial positions allocated 60% Mutual Funds, 35% Fixed-Income and 5% Real Estate. The WCMF Finance Committee is recommending no change to the allocation mix.
  • WCMF's Pooled Income Investments provide parishes with low-management fees typically only available to larger investors.