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Portfolio of Investments as of
June 30, 2010
Investment Performance
How the Fund Compares
This graph shows how $1 invested in the Retirement Fund has grown since June 30, 2000. We track this in comparison to a blended investment in 65% stocks and 35% bonds from the start of the tenure of the Fund's current senior management group (updated quarterly).
The blended return represents a 65% weighting in stocks and 35% in bonds. Stocks use the Russell 3000 index, or the total US stock market. Bonds use the Barclays Capital Aggregate which measures the return for domestic bonds.
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Management
 Portfolio Table

Fund Seeks Optimal Mix of Investment Expertise
The Fund, in an effort to maximize return and minimize risk, seeks expertise in both internal and external managers. Currently, the portfolio assets of the Fund are managed almost exclusively by external managers. Initiatives for FY’10 included:
  1. Added one new Hedge Fund-of-Funds manager, increasing our hedge fund allocation
  2. Terminated three active managers, replacing two of them with index funds
  3. Reduced fixed income allocation
Security, Integrity and Enduring Value
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