When donors establish a fund, they can select a fund investment mix among three investment models. Each model is structured to have a different performance benchmark and volatility measure. For example, donors can choose to invest their fund in Model E, which replicates the performance and volatility of the broad equity market. Similarly, Model F holds fixed income funds, and Model M consists of a money market fund. Donors can divide their fund assets in any proportion among these models, such as 90% in Model E and 10% in Model F. If donors prefer a mix of 70% equities and 30% fixed income, then a fourth model, Model A, offers this preset blend.
Please click here for historic performance results of each model.
Please click here to review the holdings of each investment model.