Fund Options

The WMU Foundation offers a variety of funds to meet your investment needs. To the extent possible, the WMU Foundation does not invest in companies that exploit human weakness such as adult entertainment (producers or providers), 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% Equities Securities