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Returns (net of fees) as of February 28, 2026

Investment Performance

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DIVERSIFIED CONSERVATIVE
DIVERSIFIED CONSERVATIVE

1MO: 0.99% YTD: 2.56%
1YR: 11.18% 3YR: 11.13%
5YR: 4.97% 10YR: 7.60%

DIVERSIFIED MODERATE
DIVERSIFIED MODERATE

1 MO: 1.32% YTD: 3.66%
1YR: 13.94% 3YR: 12.24%
5YR: 5.45% 10YR: 8.51%

DIVERSIFIED AGGRESSIVE
DIVERSIFIED AGGRESSIVE

1MO: 1.30% YTD: 3.95%
1YR: 15.77% 3YR: 14.50%
5YR: 6.77% 10YR: 10.38%

FOSSIL FREE CONSERVATIVE
FOSSIL FREE CONSERVATIVE

1MO: 1.07% YTD: 2.12%
1YR: 11.98% 3YR: 12.72%
5YR: 6.30%

FOSSIL FREE MODERATE
FOSSIL FREE MODERATE

1MO: 0.94% YTD: 2.28%
1YR: 13.72% 3YR: 14.96%
5YR: 8.04%

FOSSIL FREE AGGRESSIVE
FOSSIL FREE AGGRESSIVE

1MO: 0.90% YTD: 2.33%
1YR: 14.30% 3YR: 15.71%
5YR: 8.62%

Fund key:

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  • “It’s exciting for people to have an opportunity to align our investments to both our fiscal goals and environmental principles.”

    Bret

  • “Every time we’ve had a speaker from the Foundation, it has inspired significant new contributions to our local church endowment.”

    Peter

  • “I worked with the Foundation on a designated gift to replace my pledging when I died. Giving is just what you do. I wanted to continue that.”

    Doug

  • “A gift annuity sounds too good to be true. It’s such a win-win! It was easy to set one up with the Foundation.”

    Lynn

  • “It’s great to have expert and morally-minded professionals who can steer us in the right direction.”

    Richenda

  • “I could do some of these things because people in the church support it, but because we have this endowment it provides a whole other level we can rise to.”

    Sarah

  • “When someone has an idea for a new ministry, like Messy Church… we have funds we can leverage.”

    Jeremy

stock gifts

And there's so much more. For example, did you know that your church can accept gifts of stock without the hassle and expense of maintaining a brokerage account? We'll do the work for you, free of charge. It's part of our ministry.

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FREE RESOURCES 

Check out our resources page for helpful articles, videos, downloads, and links.

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Continuing a Legacy
Continuing a Legacy

The Horace Mounts Memorial Endowment that Zella established in 2002 continues to support humanitarian, civic, and educational ministries that were close to their hearts.

If someone in your life has inspired your faith or service, consider how a legacy gift in their memory might continue that impact for generations to come.

Supporting Your Ministries
Supporting Your Ministries

Our 2026 round of mini-grant applications is now open, and faith communities across Alaska, Idaho, Oregon, and Washington are invited to apply for up to $3,000 in unrestricted funding.

Monthly Market Review
Monthly Market Review

February proved to be a challenging month for U.S. equity markets, driven primarily by a sharp rotation away from mega-cap technology and software stocks.

While markets may continue to experience short-term swings, diversification remains an important tool for managing such uncertainty.

Continued Care
Continued Care

In 1996, Elsie M. Newkirk established a fund with the Foundation, an enduring expression of her diligent service and generous spirit.

Today, her generosity continues to strengthen ministries of compassion through the Foundation’s Mini-Grant Program.

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