Fund Investments
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Investment Performance
| | | | 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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YMCA Retirement Fund Portfolio (dollars in millions)
As of June 30, 2010 | | | Amount | % of Portfolio | | Equity | $1,898.7
| 46.3% | |
Large Cap | $966.8
| 23.6% | |
Small Cap | $271.1
| 6.6% | |
International | $660.8
| 16.1% | | Alternative Assets | $854.9
| 20.9% | |
Hedge Funds | $342.6
| 8.4% | |
Venture Cap/Private Equity | $269.4
| 6.6% | |
Real Estate | $144.6
| 3.5% | |
Commodities | $98.3
| 2.4% | | Fixed Income | $1,101.0
| 26.9% | | Cash | $59.1
| 1.4% | | Opportunistic | $185.2
| 4.5% | | TOTAL | $4,099.0
| 100% |
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