Home > Fund Investments > Core Portfolio
|
|
|
|
|
Most funds held by The Lancaster County Community Foundation are pooled and invested according to the foundation’s Investment Policy Statement. Even though fund assets are pooled, the foundation separately accounts for each fund as to changes resulting from contributions, investment purchases and sales, fees and distributions (according to U.S. Treasury regulations). The foundation’s Board of Directors maintains a volunteer Investment Advisory Committee. This committee oversees investment policies and selects investment managers. It also monitors asset allocations, risk parameters, diversification, and performance. The following chart indicates current portfolio allocations. Long-Term Growth Model | (65% Equities/35% Fixed Income) |
Asset Classes
| Allocation Targets | | Large-Cap Funds & Stocks | 35% (±5% acceptable variation) | | Mid-Cap Funds & Stocks | 6% (±2%) | | Small-Cap Funds & Stocks | 4% (±2%) | Subtotal Domestic Equities: | 45% | | | | | Established Market Funds | 10% (±3%) | | Emerging Market Funds | 5% (±2%) | Subtotal International Equities: | 15% | | | | | Alternative Investments* | 5% (±2%) | Subtotal Alternative Assets: | 5% | | | | | Bond Funds & Stocks | 35% (±5%) | Subtotal Fixed Income: | 35% | | | | Total: | 100% | | | |
| *Includes hedge fund of funds, global distressed debt fund, multi-strategy commodities fund, and REITs |
|
|
|
