A person sitting on a rock looking out over a quiet forest lake — reflection, steadiness, careful stewardship.

Diversified · Conservative

Diversified Conservative Portfolio

The Diversified Conservative Portfolio uses a blend of 50% equities and 50% fixed income instruments. It employs a blend of passive and active strategies for stock selection, and uses actively managed bond funds. This balance reduces both the portfolio’s volatility and its expected long-term returns relative to the Foundation’s other investment options. It is designed for faith communities who are risk-averse due to shorter than average time horizons.

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Designed for:endowment · long-term reserves · capital campaign proceeds

50% equities / 50% fixed income

Blend of passive and active management

Lower volatility

Designed for shorter horizons

Holdings

Underlying funds and investments in this portfolio.

Asset Class

Equities50%

Fixed Income50%

By Fund

US Equity Index Fund (I-Series)20%

Fixed Income Fund (I-Series)40%

International Equity Fund (I-Series)10%

US Equity Fund (I-Series)20%

Inflation Protection Fund (I-Series)10%

Fund / Holding	Asset Class	Allocation
US Equity Index Fund (I-Series)	US Equity	20%
Fixed Income Fund (I-Series)	Fixed Income	40%
International Equity Fund (I-Series)	International Equity	10%
US Equity Fund (I-Series)	US Equity	20%
Inflation Protection Fund (I-Series)	Inflation Protection	10%

Performance

Returns (net of fees) as of April 30, 2026

1 MO	YTD	1 YR	3 YR	5 YR	10 YR
5.39%	3.90%	14.56%	10.80%	4.47%	7.10%

Returns by period

1 MO

YTD

1 YR

3 YR

5 YR

10 YR

Important Disclosures

Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. 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.