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Investment Portfolio Report.pdf

February-Flash-Report-ShortMed-Pool-Update.pdf
Preview of Investment Portfolio Report
🔗 Source: iegives.org
📊 Size: 288 KB
📄 Pages: 1 page
⬇️ Downloads: 159

Summary

18% S&P 500, 12% MSCI ACWI ex US, 36% Bloomberg US Aggregate, 19% Bloomberg Gov/Credit 1-5 Year, 3% Bloomberg Corp High Yield, 5% Bloomberg US TIPS, 7% 60/40 MSCI ACWI/Bloomberg Global Aggregate. Portfolio composition: Domestic Equity 18.8%, International Equity 11.0%, Domestic Fixed Income 61.2%, Alternatives 7.1%, Cash and Equivalents 1.9%. Returns: Total Fund -1.8% 1Mo, -2.6% 3Mo, -4.1% YTD, 2.1% 1Yr, 7.1% 3Yrs, 5.8% 5Yrs, 5.9% 10Yrs.

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18% S&P 500, 12% MSCI ACWI ex US, 36% Bloomberg US Aggregate, 19% Bloomberg Gov/Credit 1-5 Year, 3% Bloomberg Corp High Yield, 5% Bloomberg US TIPS, 7% 60/40...

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  • File Format: PDF
  • File Size: 288 KB
  • Pages: 1
  • Language: EN
  • Total Downloads: 159
  • Last Updated: 6 days ago

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This PDF document about Investment Portfolio Report provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Investment Portfolio Report.

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