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Fund Performance Reports
Core Funds (Performance as of 6/30/2024)*
CORE FUNDS | 2ND QUARTER | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
---|---|---|---|---|---|
Geneva S&P 500 (M) | 4.13% | 23.96% | 9.51% | 14.53% | 12.33% |
Geneva Large Cap Value (M) | -2.30% | 12.47% | 5.07% | 8.36% | 7.46% |
Geneva Large Cap Growth (M) | 8.18% | 32.85% | 10.90% | 18.62% | 14.84% |
International Stock | 1.11% | 12.18% | 0.67% | 6.37% | 4.01% |
Geneva Mid Cap Growth (M) | -3.21% | 15.31% | 3.32% | 11.52% | 11.01% |
Geneva Mid Cap Value (M) | -3.36% | 11.91% | 5.89% | 10.21% | 7.78% |
Geneva Small Cap (M) | -4.39% | 4.18% | -3.17% | 4.88% | 6.07% |
Geneva Diversified Bond (M) | -0.02% | 2.48% | -3.22% | -0.35% | 1.12% |
Stable Value Fund (inception 5/1/17) | 0.62% | 2.40% | 1.89% | 1.81% | N/A |
(M) Separately Managed, Morally Screened Custom Funds
Geneva Target Funds (Performance as of 6/30/2024)*
GENEVA TARGET FUND | 2ND QUARTER | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR |
---|---|---|---|---|---|
Geneva Target Fund 2065 | 0.53% | 12.93% | 2.88% | N/A | N/A |
Geneva Target Fund 2060 | 0.53% | 12.93% | 2.88% | 8.75% | N/A |
Geneva Target Fund 2055 | 0.53% | 12.93% | 2.88% | 8.75% | 7.16% |
Geneva Target Fund 2050 | 0.48% | 12.62% | 2.91% | 8.78% | 7.18% |
Geneva Target Fund 2045 | 0.52% | 11.53% | 2.76% | 8.53% | 7.05% |
Geneva Target Fund 2040 | 0.35% | 10.15% | 2.12% | 7.78% | 6.59% |
Geneva Target Fund 2035 | 0.52% | 9.05% | 1.89% | 6.93% | 5.97% |
Geneva Target Fund 2030 | 0.75% | 7.98% | 2.09% | 6.16% | 5.29% |
Geneva Target Fund 2025 | 0.82% | 7.26% | 1.84% | 5.31% | 4.46% |
Geneva Target Fund 2020 | 0.76% | 6.10% | 1.17% | 4.28% | 3.71% |
Geneva Target Fund 2015 | 0.82% | 6.32% | 1.37% | 3.86% | 3.28% |
Geneva Target Fund Harvester | 0.83% | 6.32% | 1.51% | 3.89% | 3.29% |
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Pastoral Sabbatical Matching Program Alleviates the Financial Burden of Sabbaticals
Geneva Benefits Group, the leading provider of retirement and benefits services for the Presbyterian Church in America (PCA), is pleased to announce the application window for its Ministerial Wellbeing Sabbatical Matching Program.