Preferred
Total Bond
Total Bond may be utilized by donors who are not planning a significant amount of immediate granting, but who are working toward giving goals approximately 2-10 years in the future.
Expense Ratio
Last updated 09/30/2025
0.01%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
1.90%
1 Yr
2.85%
5 Yrs
-0.47%
10 Yrs
1.84%
Underlying funds
Benchmark
Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index
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 broad exposure to the investment-grade U.S. bond market.
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