Income
The Income portfolio solution is designed for those seeking to maximize their charitable giving in the next 0-5 years, while maintaining or growing their account assets. This lower risk, multi-fund investment option is intended to preserve a majority of principal while investing a small portion of assets into equities (stocks).
Expense Ratio
Last updated 09/30/2025
0.01%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
3.11%
1 Yr
5.86%
5 Yrs
2.47%
10 Yrs
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Target Allocation
Underlying funds
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Seeks to provide current income and some capital appreciation through a target allocation of 20% stocks and 80% bonds.