Asset Allocation (as of April 30, 2023)
| Category | Actual Allocation | Target Allocation |
|---|---|---|
| Domestic Equity 15.0%-25.0% |
Actual Allocation
17.4%
|
Target Allocation
20.0%
|
| Non-U.S. Developed Equity 8.0%-18.0% |
Actual Allocation
14.1%
|
Target Allocation
13.0%
|
| Emerging Markets Equity 0.0%-10.0% |
Actual Allocation
5.7%
|
Target Allocation
5.0%
|
| Private Capital 15.0%-35.0% |
Actual Allocation
22.4%
|
Target Allocation
25.0%
|
| Total Flexible Capital 7.0%-17.0% |
Actual Allocation
16.4%
|
Target Allocation
12.0%
|
| Total Fixed Income 2.0%-12.0% |
Actual Allocation
6.6%
|
Target Allocation
7.0%
|
| Total Private Credit 0.0%-10.0% |
Actual Allocation
1.1%
|
Target Allocation
4.0%
|
| Total Real Assets 7.0%-17.0% |
Actual Allocation
10.8%
|
Target Allocation
12.0%
|
| Total Cash 0.0%-10.0% |
Actual Allocation
5.5%
|
Target Allocation
2.0%
|
Asset Allocation Graph (as of April 30, 2023)
The Asset Allocation figures as seen in the graph to the right are stated above.
Endowment Pool Performance (as of April 30, 2023)
| 1-Year | 3-Years | 5-Years | 10-Years |
|---|---|---|---|
| -3.5% |
3-Years
11.6%
|
5-Years
6.4%
|
10-Years
6.7%
|