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 March 2025 |
Year to Date % |
1 Year to March 2025 % |
3 Year to March 2025 % |
5 Year to March 2025 % |
|---|---|---|---|---|
| Corporate Portfolio | ||||
| Corporate Portfolio (1) | 12.4% | 10.8% | 15.7% | 9.9% |
| Corporate Benchmark |
14.7% |
12.4% | 17.1% | 19.6% |
Website returns are unaudited.
Footnotes:
(1) Investments at Fiducient Advisors as of 9/30/25
Asset Allocation
| CFGNB Asset Allocation | |
|---|---|
| Target allocation | |
| Equities: | 60% |
| Fixed Income: | 20% |
| Alternatives: | 20% |
| Cash: | 0% |
| TOTAL | 100% |