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 |
| |
|
|
Total market value of long-term investments = $1.961 billion