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Diversified · Aggressive

Diversified Aggressive Portfolio

The Diversified Aggressive Portfolio uses a blend of 85% equities and 15% fixed income instruments. It employs a blend of passive and active strategies for stock selection, and uses actively managed bond funds. This blend experiences more volatility than the Foundation’s other portfolios, with higher expected long-term returns. It works well for investment committees that wish to maximize their overall return and who are impervious to short or medium-term downturns in the markets. It is designed for large accounts with long time horizons such as permanent endowments.

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Designed for:endowment · perpetual foundation funds

85% equities / 15% fixed income

Blend of passive and active management

Higher long-term return potential

Permanent endowments

Holdings

Underlying funds and investments in this portfolio.

Asset Class

Equities85%

Fixed Income15%

By Fund

US Equity Index Fund (I-Series)27.5%

US Equity Fund (I-Series)27.5%

International Equity Fund (I-Series)30%

Fixed Income Fund (I-Series)15%

Fund / Holding	Asset Class	Allocation
US Equity Index Fund (I-Series)	US Equity	27.5%
US Equity Fund (I-Series)	US Equity	27.5%
International Equity Fund (I-Series)	International Equity	30%
Fixed Income Fund (I-Series)	Fixed Income	15%

Performance

Annualized returns (net of fees) as of April 30, 2026

1 MO	YTD	1 YR	3 YR	5 YR	10 YR
8.25%	5.87%	20.50%	14.43%	6.05%	9.71%

Returns by period

1 MO

YTD

1 YR

3 YR

5 YR

10 YR

Returns shown are annualized.

Important Disclosures

Past performance does not guarantee future results. Investment returns and principal value will fluctuate. Not suitable for organizations requiring near-term liquidity. The portfolio excludes companies that derive more than 10% of their revenue from gambling or from the manufacture, sale or distribution of alcoholic beverages, tobacco-related products, adult entertainment, weapons, the management or operation of prison facilities.