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A History of Performance

The highly professional, low-cost investment options we offer LCMS ministries quite often outperforms funds managed by commercial companies.

Using NEPC as our investment advisor and 15 industry-leading fund managers, the Foundation stewards nearly $1 billion in investments entrusted to us by approximately 500 LCMS ministries.

The graph and table below show two examples of how the LCMS Foundation's funds perform compared to alternatives. For detailed monthly, quarterly or annual returns, scroll to the bottom of the page.

Performance in practice

It’s common for ministries to have significant funds in a local bank account versus investing them in the market. Below, we compare an investment of $10,000, invested in our Standard Moderate Fund and in our Aggressive Balanced Fund, versus a 90-Day Treasury Bill (a good stand-in for investing in a local bank). Over 15 years, the difference in growth is substantial. If you’re not investing for long-term growth, consider the resources your ministry may be forfeiting in the future.

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Anything but average returns

In a study by the National Association of College and University Business Officers (NACUBO), our Aggressive Balanced Fund outperformed the average returns of higher education endowments valued at $1 billion or less. And, our 10 year performance exceeded the average return of endowments valued at greater than $1 billion.*

 

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Whatever you do in word or deed, do all in the name of the Lord Jesus, giving thanks through Him to God the Father. Colossians 3:17
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Monthly Reporting

The Foundation’s investment committee meets monthly to review the long and short-term investment results for each of the Foundation’s external fund managers and all investment funds offered to account holders. In addition, NEPC prepares a monthly report comparing the Foundation’s investment performance to market norms.

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Quarterly Reporting

The Foundation Board of Trustees’ investment committee meets quarterly with NEPC and Foundation staff to review investment performance and to consider any possible changes to the portfolio. In addition, NEPC prepares a report each quarter summarizing performance and portfolio returns and holdings.

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Annual Review and Reporting

The Foundation staff meets with each of our external fund managers to review fund performance and adherence to investment guidelines. The Foundation Board of Trustees also reviews our Investment Policy Statement annually, modifying it as needed. We also publish an Annual Performance Summary at the end of each Fiscal Year.

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Testimonials

Contact Us

If you're a current account holder or investor with a question, or if you're new to the LCMS Foundation and would like more information, we'd love to hear from you. Please use the "I have a question or comment about" drop-down field in the form below to get your comment to the correct person faster.