• About Us
  • Investment Management
  • Investment Portfolio Returns

Investment Portfolio Returns

Long-Term Growth Portfolio

The majority of Community Foundation assets are invested in the Long-Term Growth Portfolio. This pool seeks maximum growth and controlled risk through a diversified portfolio of global stocks, bonds and alternative investment strategies.


Long-Term Growth Portfolio Return as of March 31, 2017: 4.9%

Long-Term Growth Portfolio Report as of March 31, 2017

Comparative December 2016 Long-Term Growth Portfolio Report

Historical Investment Returns for Long-Term Growth Portfolio


Indexed Growth Portfolio

This pool seeks maximum growth primarily through indexed funds resulting in lower active management risk.


Indexed Growth Portfolio Return as of March 31, 2017: 4.4%

Indexed Growth Portfolio Return Report as of March 31, 2017

Comparative December 2016 Indexed Growth Portfolio Report

Historical Investment Returns for Indexed Growth Portfolio


Defensive Growth Portfolio

This pool is designed for growth at a more moderate level of risk.


Defensive Growth Portfolio Return as of March 31, 2017: 2.9%

Defensive Growth Portfolio Report as of March 31, 2017

Comparative December 2016 Defensive Growth Portfolio Report

Historical Investment Returns for Defensive Growth Portfolio


Money Market Portfolio

This pool is designed to preserve principal and provide current income and liquidity by investing in high-quality, short-term financial instruments.


Current Money Market Portfolio Return: .01%
































For more information

Karla Jones Weber, CPA

Chief Financial & Administrative Officer

jones@desmoinesfoundation.org

Phone (515) 883-2701