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 14 industry-leading fund managers, the Foundation stewards nearly $1.1 billion in investments entrusted to us by approximately 550 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

Ministries often have significant funds in a local bank account and ask about the value of investing those funds in the market. Below, we compare a hypothetical investment of $10,000, invested in our standard moderate and our aggressive balanced funds, versus a 90-Day Treasury Bill (a good stand-in for investing in a local bank).



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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

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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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.