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 |
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The long-term goal of the Foundation’s investment policy for the endowment pool is to achieve, over the long-term, a rate of growth sufficient to provide for the Foundation’s spending needs, increase the real purchasing power of the principal and cover the annual operating expenses.
| |
March 31, 2008
(Net of Fees) |
|
QTD 1 Year |
5 Years |
10 Years |
|
|
|
-7.0 -2.6 |
10.3 |
4.7 |
|
|
| |
|
|
Manager |
Asset Class |
Target Allocation |
|
PIMCO Total Return |
Fixed Income |
10% |
|
PIMCO Stock Plus |
Large Cap Equity Fund |
10% |
|
MFS |
International Equity Fund |
15% |
|
Harris |
Fund of Hedge Funds |
10% |
|
BlackRock Alpha Transport |
Large Cap Equity Fund |
10% |
|
UBP Alpha Transport |
Small Cap Equity Fund |
20% |
|
DFA |
International Small Cap Equity Fund |
10% |
|
Pointer |
Long/Short Equity Fund |
10% |
|
BlackRock |
Real Assets |
5% |
|
|
|
|
|
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