Total Equity
Total Equity, a multi-fund investment option, provides broad diversification and offers exposure to market performance of both U.S. and non-U.S. equities. For donors seeking to design their own target asset allocation, or those with a higher risk threshold and long-term granting plans, this low-cost option may be appealing.
Expense Ratio
Last updated 09/30/2025
0.03%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
7.91%
1 Yr
17.66%
5 Yrs
14.07%
10 Yrs
12.74%
Underlying funds
Benchmark
Composite benchmark return: 55% S&P 500 Index, 15% S&P Completion Index, and 30% Spliced Total International Stock Market 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 growth of capital through a 100% allocation to U.S. and international stocks.