A Wilshire news release said all categories in the TUCS index had negative median returns in October. Leading the pack were health and welfare funds at -0.02%, according to Wilshire.
All master trusts with assets greater than $1 billion and public funds with more than $1 billion notched a median return of -0.93%.
All master trusts and foundations and endowments had a median monthly return of -0.95% while corporate funds’ median return was -1.04 %. Taft-Hartley plans showed a -1.09% median return.
Year-to-date, foundations and endowments had the best median return at 16.55%, followed by public funds with assets greater than $1 billion at 14.74%; corporate funds at 14.51%; all master trusts with assets greater than $1 billion at 14.21%; public funds at 14.06%; all master trusts at 13.44%; Taft Hartley health and welfare at 9.54%; and Taft Hartley defined benefit at 9.34%.
Also, the company announced it was now making the Wilshire TUCS data available monthly. The data covers approximately 1,100 plans representing $2.25 trillion in assets.
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