When you create an account at The Foundation, you can choose the Foundation Investment Fund, or combination of Funds, that best meets your goals.
The investment objectives and the types of investments used for the Foundation Investment Funds are as follows:
Fund A (Fixed Income) – is invested in fixed income investments (bonds and cash equivalents).
Fund B1 (Conservative Balanced) – is invested 40% in equity investments (stocks) and 60% in fixed income (bonds and cash equivalents) .
Fund B2 (Moderate Balanced) – is invested 50% in stocks and 50% in fixed income (bonds and cash equivalents).
Fund B3 (Aggressive Balanced) – is invested 65% in stocks and 35% in fixed income (bonds and cash equivalents).
Asset Allocation Targets
|
Asset Class |
A |
B1 |
B2 |
B3 |
|
International Equity |
0% |
10% |
10% |
30% |
|
United States Equity |
0% |
30% |
40% |
35% |
|
Sum of Equities |
0% |
40% |
50% |
65% |
|
Fixed Income |
50% |
45% |
40% |
25% |
|
Short Term Fixed Income |
50% |
0% |
0% |
0% |
|
Inflation Protection |
0% |
15% |
10% |
10% |
|
Sum of Fixed |
100% |
60.0% |
50.0% |
35.0% |
Additional Information
If you have questions, please feel free to call or email - our contact information is at the bottom of the page.
If you would like to read more about our investment funds from our Investment Manager, Wespath Institutional Invesmtents, you can visit their page. The Asset Allocation Targets listed above correspond to Wespath Funds.