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Investment Type: unitized

Wesleyan Investment Foundation-Std







Quick Facts


12/31/2004
N/A

Investment Strategy

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Morningstar Style Box™

  as of
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Data Not Available

Overall Morningstar Star Rating™

 
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Out of Funds

Star Rating Not Rated

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Returns shown for periods of less than one year are not annualized. All returns displayed here are after Total Investment Expense of the investment option.

The Year-to-Date Change represents an unannualized rate of return (change in value) since the start of the year. All returns shown here are after the Total Investment Expense of the investment option.

Returns represent past performance and do not guarantee future results. Share price, principal value, and return will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. For more performance information, including the most recent month-end performance, visit principal.com.



Month-End | Quarter-End
Average Annual Total Returns as of 11/30/2025
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 0.34 1.10 4.09 4.53 4.82 3.52 2.91 3.21
N/A Category % --- --- --- --- --- --- --- ---
Morningstar Percentile Rankings** --- --- --- --- --- --- --- ---
# of Funds in Category --- --- --- --- --- --- --- ---
12/31/2004
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 11/30/2025
Total Investment Expense - Net: 0.00%
Total Investment Expense Gross Per $1,000 Invested: $0.00




Inv Manager or Sub-Advisor

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Morgan Stanley Wealth Mgmt



Portfolio Managers

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Morgan Stanley Wealth Management , UNKNO
Since 02/27/2006
,






Morningstar
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Investment and Insurance products are:
* Not insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by Credit Union or Bank
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investing involves risk, including possible loss of principal.

Before directing retirement funds to a unitized investment, investors should carefully consider the investment objectives, risks, charges and expenses of the unitized investment and its underlying investments as well as their individual risk tolerance, time horizon and goals.

The Unitized Investments are developed by an Investment Manager chosen by your plan's designated fiduciary. No person or entity affiliated with the Principal Financial Group® is responsible for any part of the content of these models.