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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 1.2% $24.8
0%
bonds 3.7% $79.2
0%
opportunistic 3.8% $81.5
0%
emerging market stocks 5.0% $105.5
0%
global stocks 6.6% $139.0
0%
international stocks 7.6% $160.5
0%
U.S. stocks 8.7% $187.0
0%
real assets 14.3% $304.0
0%
marketable alternatives (hedge funds) 19.2% $406.8
0%
private investments 29.8% $630.3

Total market value of long-term investments = $2.119 billion

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