Home > Fund Investments > Core Portfolio
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The Community Foundation manages a long-term investment portfolio that is directed according to a preset asset allocation strategy. Most funds held by The Lancaster County Community Foundation are pooled in this portfolio 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, and distributions (according to U.S. Treasury regulations). The broad allocation targets for this portfolio are 65% equity investments, and 35% fixed income investments. These targets may be adjusted within the ranges set forth in the Foundation’s Investment Policy Statement. Long-Term Growth Model | (65% Equities/35% Fixed Income) |
Asset Classes
| Allocation Targets | | Large-Cap Funds & Stocks | 26.5% (±5% acceptable variation) | | Mid-Cap Funds & Stocks | 6% (±2%) | | Small-Cap Funds & Stocks | 4% (±2%) | Subtotal Domestic Equities: | 36.5%% | | | | | Established Market Funds | 10% (±3%) | | Emerging Market Funds | 5% (±2%) | Subtotal International Equities: | 15% | | | | | Alternative Investments* | 13.5% (±2%) | Subtotal Alternative Assets: | 13.5% | | | | | Bond Funds & Stocks | 35% (±5%) | Subtotal Fixed Income: | 35% | | | | Total: | 100% | | | |
(*Includes hedge funds of funds (long/short), global distressed debt fund, multi-strategy commodities fund and REITs)
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