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Fossil Free · Conservative

Fossil Free Conservative Portfolio

The Fossil Free Portfolio uses a blend of 50% equities and 50% fixed income instruments. Its equity allocation passively tracks the MSCI World index, while excluding companies whose share prices are based on proven reserves and Palestinian conflict companies. Its fixed income allocation is actively managed. 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 · capital campaign proceeds · long-term reserves

50% equities / 50% fixed income

Fossil free

MSCI World index tracking

Excludes Palestinian conflict stocks

Lower volatility

Holdings

Underlying funds and investments in this portfolio.

Asset Class

Equities50%

Fixed Income50%

By Fund

Social Values Choice Equity Fund I-Series50%

Social Values Choice Bond Fund I-Series40%

US Treasury Inflation Protection Fund I-Series10%

Fund / Holding	Asset Class	Allocation
Social Values Choice Equity Fund I-Series Tracks the MSCI World index while excluding fossil fuel companies and conflict stocks.	US Equity	50%
Social Values Choice Bond Fund I-Series Faith-screened fixed income with ESG criteria.	Fixed Income	40%
US Treasury Inflation Protection Fund I-Series Treasury inflation-protected securities for purchasing power preservation.	Inflation Protection	10%

Fund / Holding

Asset Class

Allocation

Social Values Choice Equity Fund I-Series

Tracks the MSCI World index while excluding fossil fuel companies and conflict stocks.

US Equity

50%

Social Values Choice Bond Fund I-Series

Faith-screened fixed income with ESG criteria.

Fixed Income

40%

US Treasury Inflation Protection Fund I-Series

Treasury inflation-protected securities for purchasing power preservation.

Inflation Protection

10%

Performance

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

1 MO	YTD	1 YR	3 YR	5 YR	10 YR
4.78%	2.45%	13.76%	11.40%	5.46%	—

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 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; companies whose share prices are based on proven fossil fuel reserves; and four companies profiting from the ongoing occupation of Palestine (HP, Motorola, Caterpillar, and Palantir).