< Professional Advisor Tools & Resources
Weighted Average Returns Through September 30, 2018
* 45% S&P 500, 30% EAFE, 25% Barclays US Agg Bond 8.4% 10.8% 8.2% 8.3%
Social Responsibility 9.0% N/A N/A N/A
* 70% MSCI ACWI MI Index, 30% Barclays Aggr Bond Index 6.7% N/A N/A N/A
Money Market 1.49 **
 Pool 1 Year 3 Year 5 Year 10 Year
Wealth Preservation 2.4% 4.9% 4.3% 4.6%
* 15% S&P 500, 10% EAFE, 75% Barclays US Agg Bond 2.0% 4.4% 4.2% 5.5%
Balanced 5.3% 8.0% 6.1% 5.5%
* 30% S&P 500, 20% EAFE, 50% Barclays US Agg Bond 5.2% 7.6% 6.2% 7.0%
Growth 7.4% 10.6% 7.7% 6.3%

* Benchmark
** Current Return

Investment Pool Asset Allocation
Asset Allocation Wealth Pool Balanced Pool Growth Pool
Total Stock Market Index Fund 15% 30% 40%
International Stock Market Index Fund 10% 20% 30%
Total Bond Market Index Fund 33% 23% 12%
International Bond Market Index Fund 8% 5% 0%
Intermediate Investment Grade Fund 18% 12% 8%
Short Term Investment Grade Fund 16% 10% 5%
REIT Index Fund 0% 0% 5%

Click here for more investment pool information: Investment Options for Charitable Funds.

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