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370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980
Contact Us
Investing Our Gifts
As of August 1, 2007 the approved asset allocation with target ranges and index benchmarks are as follows:
Allocation Target (Range) |
Benchmark |
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Total Equity |
60% (48-72) |
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Large cap/domestic core |
15% (11-19) |
S&P 500 |
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Mid cap growth |
5% (4-6) |
Russell midcap growth |
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Mid cap value |
5% (4-6) |
Russell midcap value |
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Small cap growth/value |
5% (4-6) |
Russell 2000/2000 value |
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International |
30% (25-35) |
MSCI EAFE |
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Total Alternative |
15% (12-18) |
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Absolute return |
7.5% (6-9) |
HFRI fund-of-funds conservative |
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Absolute return/directional |
7.5% (6-9) |
HFRI fund-of-funds diversified |
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Total Fixed Income |
15% (12-18) |
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Domestic and global fixed income |
15% (12-18) |
Lehman Brothers Aggregate |
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Total Real Assets |
10% (8-12) |
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Real assets |
10% (8-12) |
CPI plus 5% |
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Cash Equivalents and Short Term |
0% |
91 day T-Bills |