WomenInvest inFaith Portfolio | InFaith Community Foundation

WomenInvest inFaith Portfolio

InFaith's WomenInvest portfolio is invested to provide maximum support to charities through investments that do well when women do well by addressing factors that perpetuate violence against women.

Womeninvest stories of impact

Changing lives in our shared community

Investment / Fund Name (with ticker symbol)

U.S. Equities (14%)

Trillium Large Cap Core (n/a)
Trillium Small Mid Cap (n/a)

Global Equities (49%)

Aperio Custom Gender Lens Index Portfolio (n/a)
Pax Ellevate Global Women's Index Fund (PXWIX)

Non-U.S. Developed Equities (12%)

Domini International (DOMOX)

Fixed Income (25%)

Self Help Credit Union Women & Children CD (n/a)
Calvert Foundation Women Investing in Women (WIN WIN) Promissory Note (n/a)
Boston Community Capital Stabilizing Urban Neighborhoods (SUN) Initiative Promissory Note (n/a)
Community Reinvestment Act Qualified Investment Fund Targeted to Barrier-Free Living (CRANX)
Breckinridge Gender Lens Portfolio (n/a)

Other portfolio options available to InFaith donors and organizational endowments: the Mission Growth Portfolio (85% equities, 15% fixed), to provide maximum sustained support to charities through investments that are aligned with mission and provide positive outcomes for our shared community, the Core Growth Portfolio (85% equities, 15% fixed), provide maximum sustained support to charities far into the future and the Income Portfolio (100% fixed) to provide maximum grant distributions within a five-year time horizon.

Investments, whether actively managed or indexed, are measured by appropriate benchmarks and monitored quarterly, and the overall investment portfolio is measured against a composite benchmark that reflects the target asset allocation. InFaith's investment policies, objectives and guidelines are reviewed at least annually.

Thrivent Mutual Funds are a significant component of InFaith's investments.   For more information on Thrivent Mutual Funds, and a prospectus, visit ThriventFunds.com

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Thrivent Mutual Funds
You are now leaving the InFaith Community Foundation website and will be transferred to the Thrivent Mutual Funds’ website. We recommend you review Thrivent Mutual Funds’ privacy policy concerning the protection of your information on their website.

 

Continue