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 3.1% $87.0
0%
bonds 3.3% $93.5
0%
emerging market stocks 3.8% $106.8
0%
opportunistic 6.4% $179.7
0%
international stocks 6.7% $190.0
0%
real assets 9.7% $274.0
0%
U.S. stocks 10.8% $305.3
0%
global stocks 12.2% $345.5
0%
marketable alternatives (hedge funds) 16.9% $475.4
0%
private investments 27.1% $764.4

Total market value of long-term investments = $2.822 billion

As of June 30, 2026

*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