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370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980
Contact Us
Investment Returns
Greater Worcester Community Foundation invests its permanently endowed funds, the majority of its donor advised funds and agency funds in a commingled pool designed to preserve and grow principal over the long-term.
A board-approved investment policy governs investment objectives, asset allocation and spending rate.
Total pooled investments: $90,561,656
Total foundation investments: $103,295,875
Quarterly Update: June 30, 2010
Quarter |
YTD |
1 YR |
3 YR |
5 YR |
|
GWCF Invested Fund |
-4.3% | -1.8% | 13.8% | -4.6% | 2.9% |
Benchmarks |
|||||
| Actual Index | -4.5% |
-2.3% |
11.7% |
-4.4% |
2.8% |
| 65% S&P 500/35% BC Agg | -6.3% |
-2.4% |
13.0% |
-3.6% |
1.7% |
All returns are shown net of investment fees. Actual Index is a custom benchmark of indices based on the weighted allocation of each asset class and measures the return of passive index portfolios.