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Portfolio of Investments as of
June 30, 2010
Investment Performance
How the Fund Compares
This graph shows how $1 invested in the Retirement Fund has grown since June 30, 2000. We track this in comparison to a blended investment in 65% stocks and 35% bonds from the start of the tenure of the Fund's current senior management group (updated quarterly).
The blended return represents a 65% weighting in stocks and 35% in bonds. Stocks use the Russell 3000 index, or the total US stock market. Bonds use the Barclays Capital Aggregate which measures the return for domestic bonds.
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Comparing Fund Asset Allocation to Other Large Pension Funds
[updated annually in February]



This table shows asset allocations for the 1,000 largest corporate, public and union pension funds in the United States. The YMCA Retirement Fund ranks as the 275th largest pension fund based on assets. Many pension funds generally make higher allocations to private equity, hedge funds and other alternative strategies in an attempt to recognize the typically better risk and return trade-offs than traditional equity and bond portfolios. The Fund has been increasing its allocation to alternative assets and will continue to move opportunistically in this area.
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