Thank you for investing with Texas Methodist Foundation
Your investment expresses your generosity and helps resource churches, nonprofit ministries, and leaders bringing the experience of God's love to more people.
Impact Certificate Rates
for Churches, Nonprofits, Foundations, and Individuals
Individual fund or IRA fixed rates
Effective 05/01/26
| 1 yr. | 2 yr. | 3 yr. | 4 yr. | 5 yr. | |
|---|---|---|---|---|---|
| Rates | 3.75% | 3.85% | 4.05% | 4.25% | 4.45% |
| Annual Percentage Yield (APY) | 3.82% | 3.92% | 4.13% | 4.33% | 4.54% |
TMF Variable Rate Impact Certificate: 1.25%
This rate is annualized and is subject to change on the first day of each month.
¹Fixed rates are set on a monthly basis.
Clergy Appreciation Rate: additional 0.50% interest to the above rates for clergy.
Equity, Bond, and Multiple Asset Funds
for Churches, Nonprofits, and Organizations
Performance as of 5/31/2026
| YTD 5/31/2026 | 1 yr. | 3 yr. | 5 yr. | 10 yr. | ||
|---|---|---|---|---|---|---|
| TMF Balanced Fund | 8.43% | 18.62% | 12.70% | 5.06% | 8.21% | |
| TMF US Equity Fund | 12.82% | 26.57% | 18.77% | 9.34% | 13.38% | |
| TMF International Equity Fund | 11.46% | 26.22% | 15.56% | 4.03% | 8.96% | |
| TMF Fixed Income Fund | 0.72% | 5.92% | 5.64% | 1.22% | 2.89% | |
| TMF Inflation Protection Fund | 4.67% | 9.90% | 5.89% | 3.24% | 3.93% | |
| TMF Multiple Asset Fund | 8.55% | 19.38% | 13.30% | 5.28% | 8.74% |
²Returns represent past performance and do not guarantee future results or the deduction of administrative fees, which are assessed by TMF monthly, for all funds except the TMF Balanced Fund which reflects the deduction of administrative fees. Investment returns will fluctuate with market conditions, and investors may have a gain or loss when they redeem their investment. Fund performance changes over time and currently may be lower than stated above. Performance is updated and published monthly.