Balanced Pool

The investment objective of this pool is growth and income at more moderate levels of risk. The pool is designed for funds that will remain invested for 3 to 7 years before being distributed, or for funds seeking a more moderate risk profile.

Asset Allocation Graph Asset Allocation

The pool seeks to achieve its objective by investing in a variety of asset classes, investment styles and strategies that are mostly managed by active, institutional investment managers. Strategies include publicly traded stocks and bonds from U.S. and non-U.S. markets, and hedge fund of funds within alternative assets. Public equities are further allocated across various equity styles and capitalization ranges.

 

 

Investment Strategies

Investment Strategies

Fixed Income

Alternatives

Portfolio expense ratio 0.77%

Expenses are subject to change due to changes in investment policy, invesment managers or service providers. Expenses shown do not include carried interest, incentive fees or the expense of individual managers within funds of funds (indicated with an " * ").