Skip to content

Target Asset Allocation

The portfolio is diversified by asset class, with the following long-term targets.

Target Asset Allocation

94% Equity:

6% Emerging Market Stocks
6% Opportunistic
8% Global Stocks
8% International Stocks
8% U.S. Stocks
12% Real Assets
16% Marketable Alternatives
30% Private Investments

6% Fixed income:

5% Bonds
1% Cash Equivalents

Current Asset Mix

0%
cash equivalents 2.4% $57.7
0%
bonds 4.4% $105.2
0%
emerging market stocks 5.2% $123.6
0%
opportunistic 6.4% $151.5
0%
global stocks 8.7% $205.3
0%
international stocks 9.3% $217.2
0%
U.S. stocks 9.3% $221.7
0%
real assets 12.1% $286.0
0%
marketable alternatives (hedge funds) 16.0% $378.1
0%
private investments 26.3% $623.1

Total market value of long-term investments = $2.369 billion

As of March 31, 2025

*Percentages may not equal 100% due to rounding

Make A
Gift

 Support your passion by making a gift that impacts the lives of students, faculty, patients, and researchers for generations to come. On their behalf, we thank you for your generosity.

Give Now