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 31, 2025 | 3 Year to December 31, 2025 | 5 Year to December 31, 2025 |
|---|---|---|---|---|
| Corporate Portfolio* | 14.6% | 14.6% | 13.6% | 7.6% |
Website returns are unaudited.
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*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% |