Investment Summary
As of June 30, 2008
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Your Oklahoma United Methodist Foundation is a resource for your church. The Foundation investment program can help ensure that endowments, scholarship funds, designated gifts and other long-term assets are administered appropriately by providing fiduciary oversight and long-term continuity. The investment program seeks to preserve principal, maintain purchasing power, and provide reliable and sustainable income for the support of ministry. In addition, Foundation education materials and programming are available to assist your volunteer committees in building a strong and vital stewardship program.
To learn more, contact the Foundation office at 800-259-6863. |
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*A non-diversified blend of 60% stock (S&P 500) and 40% bond (Lehman Agg).
**90 Day T-Bill and Short Term Fund returns are annualized. |
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| Below you can download PDF files of fund performance, asset allocation and asset allocation by manager of our Endowment Investment Fund, Diversified Fund and Fixed Fund. Fund performance is as of June 30, 2008. |
Endowment Investment Fund Analysis
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Diversified Fund Analysis
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Fixed Fund Analysis
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