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Group Investment Fund

The Group Investment Fund is the Foundation's primary investment vehicle for endowment funds.

The Fund maintains a balance of stocks and bonds and may contain cash. This combination of assets produces current income through fixed-income investments while also offering long-term growth from equity assets.

The equity portfolio and the fixed-income portfolio comprise not less than 30% nor more than 70% of the Fund (market value).

The Short Term Fund (cash) can comprise 0% but not more than 40% of the Fund.

The Fund's objective is to maximize the total rate of return while assuming conservative yet reasonable risk levels.

Click below to view the most recent quarterly performance report for the Group Investment Fund.