The Foundation's Growth Stock Fund emphasizes long-term capital appreciation. The primary objective is growth with a secondary objective of income. The fund is comprised of a mixture of dividend-paying securities and pure growth stocks. Investment returns vary, and principal value of accounts can experience a loss or gain from time to time. The Growth Stock Fund is appropriate for long-term investments such as permanent endowment funds, trusts, and annuities.
The Foundation's Fixed Income Fund seeks regular income through laddered maturity bonds and dividend- paying securities. The primary objective is income with a secondary objective of capital appreciation. Investment returns vary, and principal value of accounts can experience a loss or gain from time to time. The Fixed Income Fund is appropriate for long-term investments such as permanent endowment funds, trusts, and annuities.
The Foundation's Diversified Fund is comprised of a broadly diversified mix of stocks, bonds and alternative investments. Various managers are utilized to achieve diversification and complimentary investment styles. The portfolio's objective is growth of principal and income over a long-term horizon. The Diversified Fund is especially suited for endowments and other long-term funds.
For more information, contact the Foundation.
