Managed Accounts
The Foundation’s Managed Funds are a series of separate portfolios that are managed by the Foundation, each with a specific investment objective. The Equity Fund invests primarily in domestic and international common stocks of large well-established companies. The Balanced Fund invests primarily in a combination of domestic and international equity and debt securities that seek both current income and capital appreciation. The Income Fund offers investors a consistent stream of interest and dividend income with modest capital appreciation objectives.
Note: Adobe Acrobat's Reader is required to view this document.