< Professional Advisor Tools & Resources
Weighted Average Returns Through June 30, 2020
* Benchmark is made up of 65% S&P 500, 15% EAFE, 20% Barclays 6.16% 8.39% 8.33%
Social Responsibility 9.0% N/A N/A
* 70% MSCI ACWI MI Index, 30% Barclays Aggr Bond Index 6.7% N/A N/A
Money Market 1.49 **
 Pool 1 Year 3 Year 5 Year
Wealth Preservation 8.06% 5.79% 5.11%
* Benchmark is made up of 20% S&P 500, 5% EAFE, 75% Barclays 8.20% 6.45% 5.68%
Balanced 6.90% 6.20% 5.93%
* Benchmark is made up of 50% S&P 500, 15% EAFE, 35% Barclays 6.49% 7.68% 7.43%
Growth 4.23% 6.08% 6.18%

* 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.