North Indiana United Methodist Foundation
North Indiana United Methodist Foundation
 

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Historical Return Comparison

December 31, 2007

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Investment Opportunities

Money Market Fund

This fund is designed to achieve money market rates of return and will invest only in short term cash instruments.  The primary objective is to preserve capital through all market cycles.  The fund is insured up to $75,000,000.  Click here to learn How to Participate

Short-Term Investment Fund

The Short Term Investment Fund is a bond fund that seeks to maximize current income consistent with preservation of capital. The fund invests primarily in a broad range of high quality bonds such as U.S. Treasury Bills and Notes, U.S. Federal Agencies and short-term corporate obligations. This fund is for investors who seek conservative short-term investments that focus on capital preservation and liquidity. The market value of the fund will fluctuate as economic factors change.   Click here to learn How to Participate

Domestic Bond Fund (DBF)

DBF’s investment objective is to earn current income by investing in a broad mix of investment-grade fixed income securities. DBF’s portfolio includes U.S. government and agency bonds, corporate bonds, mortgages and asset-backed securities. The corporate bonds held are primarily of companies that are domiciled in the U.S. and are investment grade. The average maturity of securities held by DBF is approximately seven and one half years. The performance benchmark for DBF is the Lehman Brothers U.S. Universal Index. The market value of the fund will fluctuate as economic factors change.    Click here to learn How to Participate

 
 
Updated 09/27/2007. Questions? Comments? Contact the webmaster
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