|
Investment Policy
Asset Allocation Guidelines
SECTION II: ASSET CLASS/STYLE
DIVERSIFICATION
The Committee has selected a diversified approach. Various
investment management styles have been considered.
The table below reflects the broad asset class/style diversification guidelines suggested for the Portfolio.
|
INVESTMENT POOL ASSETS |
||
|
Asset Class/Style |
Target Allocation | |
| EQUITIES: | ||
| Large Cap Domestic Core (Passive) | 15.0% | |
| Large Cap Domestic Growth (Active) | 15.0 | |
| Large Cap Domestic Value (Active) | 15.0 | |
|
Core Subtotal |
45.0 | |
| International | 13.0 | |
| Small Capitalization Growth | 6.0 | |
| Small Capitalization Value | 6.0 | |
|
Small Capitalization Subtotal |
12.0 | |
| Total Equities | 70.0 | |
| FIXED INCOME: | ||
| Core Fixed Income | 30.0 | |
| TOTAL |
100.0% |
|
| CHARITABLE REMAINDER UNITRUST ASSETS | ||
| Asset Class/Style |
Target Allocation |
|
| EQUITIES: | 70.0% | |
| FIXED INCOME: | 30.0% | |
| TOTAL | 100.0% | |
The above target asset allocations are intended to be general in nature. Deviations within each asset class and for each individual plan are considered normal. Initial funding levels may not be sufficient to meet the target percentages. Where shortfalls arise, new cash flows will be directed to meet the target levels as soon as practical.
SECTION I: GENERAL ASSET ALLOCATION GUIDELINES
SECTION III: REBALANCING THE PORTFOLIOS
SECTION IV: RESTRICTIONS
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