Balanced Index
Balanced Index uses an index sampling and passively managed approach, providing a low-cost option with moderate risk to philanthropists who are balancing short- and long-term giving goals.
Expense Ratio
Last updated 09/30/2025
0.01%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
5.73%
1 Yr
11.84%
5 Yrs
9.20%
10 Yrs
—
Target Allocation
40% Bond
60% Stock
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 capital appreciation, current income, and long-term growth of income.
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