Managed, Stock Funds

Multiple Asset Fund (MAF)

MAF’s investment objective is to maximize long-term investment returns, including current income and capital appreciation, while reducing short-term risk by investing in a broad mix of investments. MAF is comprised of a pre-specified allocation of four of the other U.M. General Board of Pension (GBOP) Funds: 45% Domestic Stock Fund, 20% International Stock Fund, 25% Domestic Bond Fund, and 10% Inflation Protection Fund. The performance benchmark for MAF is a blended index based on 45% of the investment returns of the Russell 3000 Index, 20% of the investment returns of the MSCI ACWI ex USA Index, 25% of the investment returns of the Lehman U.S. Universal Index and 10% of the investment returns of the U.S. Barclays Capital Global Inflation Linked Bond Index. Market value and returns will fluctuate as market conditions change. Click here to learn How to Participate

Managed Mutual Funds

This fund is a diversified multiple-asset-class fund of funds. The Objective is to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility. This is accomplished by investing in a broad mix of different types of investments. This Fund may be appropriate for long-term investors who are willing to accept an average level of market risk associated with investing in a portfolio that depends largely on the value of common stock holdings and some fixed-income investments.

The Fund seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds (“Underlying Funds”). Under normal market conditions, the Fund will invest almost exclusively in shares of high quality growth funds and total return funds. These Underlying Funds generally invest in equity securities of U.S. and foreign companies with a wide range of market capitalization. In addition, at times the Fund may have unlimited exposure to total return funds, or fixed income funds. Note: because this fund invests in publicly traded mutual funds, it is not socially screened as recommended in the United Methodist Social Principles. Market value and returns will fluctuate as market conditions change. Click here to learn How to Participate

Global Stock Fund

The Global Stock Fund's investment objective is to earn Long-term capital appreciation from a broadly diversified portfolio that includes both domestic and foreign stocks. The Global Stock Fund is invested 80% in the GBOP Domestic Stock Fund and 20% in the GBOP International Stock Fund. The Performance Benchmark for Domestic Stock Fund is the Russell 3000 Index. The performance benchmark for the International Stock Fund is the MSCI ACWI ex USA Index. Market value and returns will fluctuate as market conditions change. Click here to learn How to Participate



		North Indiana United Methodist Foundation
To read the Historical Return Comparison December 31, 2007 CLICK HERE You will need Adobe Acrobat Reader to use these PDF files. Click the link below to download your free copy of Acrobat Reader.		Investment Opportunities Multiple Asset Fund (MAF) MAF’s investment objective is to maximize long-term investment returns, including current income and capital appreciation, while reducing short-term risk by investing in a broad mix of investments. MAF is comprised of a pre-specified allocation of four of the other U.M. General Board of Pension (GBOP) Funds: 45% Domestic Stock Fund, 20% International Stock Fund, 25% Domestic Bond Fund, and 10% Inflation Protection Fund. The performance benchmark for MAF is a blended index based on 45% of the investment returns of the Russell 3000 Index, 20% of the investment returns of the MSCI ACWI ex USA Index, 25% of the investment returns of the Lehman U.S. Universal Index and 10% of the investment returns of the U.S. Barclays Capital Global Inflation Linked Bond Index. Market value and returns will fluctuate as market conditions change. Click here to learn How to Participate Managed Mutual Funds This fund is a diversified multiple-asset-class fund of funds. The Objective is to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility. This is accomplished by investing in a broad mix of different types of investments. This Fund may be appropriate for long-term investors who are willing to accept an average level of market risk associated with investing in a portfolio that depends largely on the value of common stock holdings and some fixed-income investments. The Fund seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds (“Underlying Funds”). Under normal market conditions, the Fund will invest almost exclusively in shares of high quality growth funds and total return funds. These Underlying Funds generally invest in equity securities of U.S. and foreign companies with a wide range of market capitalization. In addition, at times the Fund may have unlimited exposure to total return funds, or fixed income funds. Note: because this fund invests in publicly traded mutual funds, it is not socially screened as recommended in the United Methodist Social Principles. Market value and returns will fluctuate as market conditions change. Click here to learn How to Participate Global Stock Fund The Global Stock Fund's investment objective is to earn Long-term capital appreciation from a broadly diversified portfolio that includes both domestic and foreign stocks. The Global Stock Fund is invested 80% in the GBOP Domestic Stock Fund and 20% in the GBOP International Stock Fund. The Performance Benchmark for Domestic Stock Fund is the Russell 3000 Index. The performance benchmark for the International Stock Fund is the MSCI ACWI ex USA Index. Market value and returns will fluctuate as market conditions change. Click here to learn How to Participate

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