Asset Allocation Models

The WMU Foundation offers a variety of asset allocation models to meet your investment needs. To the extent possible, the WMU Foundation does not invest in companies with a significant interest in adult entertainment, alcohol, tobacco, gambling, or abortion as a means of birth control. Contact us for more information.

FIXED INCOME FUND

Objective: Current income and preservation of capital with some capital appreciation for intermediate-term investments.
Target Allocation: 100% Fixed Income and Cash Equivalent Securities

CONSERVATIVE INCOME FUND

Objective: Current income with some long-term capital appreciation for long-term investments.
Target Allocation: 70% Fixed Income and 30% Equity Securities

MODERATE INCOME FUND

Objective: Current income with some long-term capital appreciation for long-term investments.
Target Allocation: 60% Fixed Income and 40% Equity Securities

Balanced Fund

Objective: Current income and long-term capital appreciation for long-term investments.
Target Allocation: 50% Fixed Income and 50% Equity Securities

GROWTH AND INCOME FUND

Objective: Long-term capital appreciation and current income for long-term investments.
Target Allocation: 40% Fixed Income and 60% Equity Securities

GROWTH FUND

Objective: Long-term capital appreciation with some current income for long-term investments.
Target Allocation: 30% Fixed Income and 70% Equity Securities

EQUITY FUND

Objective: Long-term capital appreciation for long-term investments.
Target Allocation: 100% Equity Securities