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 = $1.668 billion