WELS Investment Funds Videos

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Please scroll to the bottom of the page to view or download our WELS Investment Funds videos.

Overview videos
This series of videos provides an overview of WELS Investment Funds and shows how we can be your strong partner to help you achieve your ministry goals.

Quarterly Update videos
Each quarter, our investors tune into our 30-minute webinars that feature Bill Burns, CFA, senior investment consultant for Vanguard, as he delivers a quarterly market recap, an investment performance review for the WELS Funds, and Vanguard’s market and economic outlook. The webinar also includes an informative Q&A with Bill Burns and Executive Director Jim Holm featuring current issues impacting the markets.

Want to be added to the list to register for our quarterly updates? Contact us at welsfunds@wels.net or 877-888-8953.

Quarterly Update Q&A videos
These videos feature Bill Burns, CFA, senior investment consultant at Vanguard, as he answers specific investment questions during our quarterly update webinars.

Market Uncertainty videos
These brief videos offer helpful information for our investors regarding how to respond during times of market uncertainty.

  • Responding to market uncertainty (full video with Parts 1-3)
  • Part 1: The effects of market volatility on endowment portfolios
  • Part 2: Revisiting your asset allocations during market downturns
  • Part 3: Responding to rising inflation

Questions? Contact us at welsfunds@wels.net of 877-888-8953.

Vanguard Information

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Joe Davis, Vanguard Global Chief Economist, provides a perspective on the financial market and the economy in light of COVID-19.

Fund Fact Sheets

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Learn the historic return data, portfolio insights and weightings, and asset allocations for the WELS Funds.

PORTFOLIO CHANGES
You will notice two new names added to the WELS Funds targeted holdings. In June 2021, the WELS Investment Funds Board of Directors approved portfolio changes after several months of study and portfolio modeling conducted by Vanguard Institutional Advisory Services. The analysis showed that replacing Mid-Cap Growth and Windsor II with Vanguard PRIMECAP Core and Vanguard Equity-Income Fund will add investment management styles to the WELS Funds that better support the board’s goal of enhancing long-term performance.

If you would like to be added to our e-mail list to receive the Fund Fact sheets quarterly, please contact us at WELSFunds@wels.net.

Investment Information

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Read about how WELS Investment Funds helps to enhance the ministries we serve.