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370 Main Street
Suite 650
Worcester, MA 01608
(508) 755-0980

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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.