Portfolio
The Finance and Investments Committee meets regularly with the Foundation’s investment managers to monitor and evaluate investment performance relative to internal, asset class and peer group benchmarks.
|
As of |
Year to Date | 1 Year to December ’25 | 3 Year to December ’25 | 5 Year to December ’25 |
|---|---|---|---|---|
| Corporate Portfolio | 14.6% | 14.6% | 13.6% | 7.6% |
| Corporate Benchmark | 17.7% | 17.7% | 14.9% | 7.7% |
Website returns are unaudited.
Footnotes:
(1) Investments at Fiducient Advisors as of 12/31/25
Asset Allocation
| CFGNB Asset Allocation | |
|---|---|
| Target allocation | |
| Equities: | 60% |
| Fixed Income: | 20% |
| Alternatives: | 20% |
| Cash: | 0% |
| TOTAL | 100% |