| Home | |
| Who We Are | |
| Giving & Donor Services | |
| Grants & Scholarships | |
| Press & Publications | |
| Services for Nonprofit Staff and Boards | |
| Special Projects | |
| For Professional Advisors | |
| Site Map | |

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