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 12/31/23 | Year to Date
% |
1 Year to 12/31/23
% |
3 Year to 12/31/23
% |
5 Year to 12/31/23
% |
---|---|---|---|---|
Corporate Portfolio | ||||
Corporate Portfolio (1) | 15.2 | 15.2 | 4.3 | 9.2 |
Corporate Benchmark | 15.8 | 15.8 | 3.3 | 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% |