Growth
The Growth portfolio solution is designed for those with a longer-term philanthropic time horizon. This investment option provides greater exposure to equities (stocks) to support those with longer-term philanthropic goals. Philanthropists with an eye on the future may utilize this fund to help grow their giving legacy.
Expense Ratio
Last updated 12/31/2025
0.02%
Risk/granting time horizon
Returns
Last updated 12/31/2025
Qtr
2.68%
1 Yr
18.89%
5 Yrs
9.28%
10 Yrs
10.55%
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 capital appreciation and some current income through a target allocation of 80% stocks and 20% bonds.