Combined Investment Fund Profile

Building capital also means sound financial stewardship. With over three decades of experience, our record of funds management and investment performance remains strong. The Combined Investment Fund has assets of over $95 million and is a pooled fund of the assets of many of The Community Foundation’s four component funds.

The overall financial objectives of the Foundation’s Combined Investment Fund are to:

         Invest in equity assets to achieve an annual rate

         of return in excess of the Standard and Poor’s 500

         Common Stock Index; and,

         Invest in fixed income assets to achieve an annual

         rate of return in excess of the Lehman Brothers

         Government and Corporate Bond Index.

Click here to download a breakdown of the Combined Investment Fund as of September 30, 2007.