Investment Objectives for Endowed Funds

For endowed funds, our investment goals are to preserve the original value of gifts in terms of inflation, and grow our assets as much as market conditions allow so we can address community needs now and in the future. SACF employs a moderate growth strategy in which 65 percent are invested in equities, 20 percent in fixed income vehicles, and 15 percent in alternatives funds. We are committed to an investment strategy of disciplined asset allocation, regular rebalancing, minimizing fees and expenses, and not reacting to near-term market pressures or new investment fads.

Market Value of Investments as of 3/31/2022:  $29,319,049

 

 

Investment Performance as of March 31, 2022

Sturgis Area Community Foundation

310 N. Franks Ave., Sturgis, MI 49091

(269) 659-8508    Fax (269) 659-4539

Copyright © 2022 Sturgis Area Community Foundation

The Sturgis Area Community Foundation is a 501(c)(3) and all donations are tax-deductible.
Form 990 (FY2022)

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