Target Asset Allocation

The portfolio is diversified by asset class, with the following long-term targets.

91% Equity:
 

7%   Opportunistic
8.5%   Emerging Market Stocks
12%   Private Investments
13%   U.S. Stocks
14.5%   Global ex U.S. Stocks
15%   Marketable Alternatives
21%   Real Assets


9% Fixed income:
 
8%   Bonds
1%   Cash Equivalents
     


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Total market value of long-term investments = $1.443 billion