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 9/30/24 |
Year to Date % |
1 Year to 9/30/24 % |
3 Year to 9/30/24 % |
5 Year to 9/30/24 % |
|---|---|---|---|---|
| Corporate Portfolio | ||||
| Corporate Portfolio (1) | 12 | 21.7 | 5.2 | 9.1 |
| Corporate Benchmark | 13.5 | 24.4 | 5 | 8.8 |
Website returns are unaudited.
Footnotes:
(1) Investments at Fiducient Advisors as of 1/1/2015
Asset Allocation
| CFGNB Asset Allocation | |
|---|---|
| Target allocation | |
| Equities: | 60% |
| Fixed Income: | 20% |
| Alternatives: | 20% |
| Cash: | 0% |
| TOTAL | 100% |