| * 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
| 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.
