Review Our Pool Funds

 
 
 
 
 
 
FUNDS

The SBF employs an independent, registered investment money manager to oversee and hire specific expertise in each asset class. The money manager works closely with the SBF to communicate the performance of each fund and recommend investment strategies.

 

Our Funds Performance

 

We are pleased to present for your information the comparative record of returns produced by the Foundation on its various pooled funds.

The funds are compared to the appropriate benchmark. These comparisons are in compliance with the standards of the Association for Investment Management and Research.

(See summary strategy for each fund.)

 

SBF POOLED FUNDS

Total Returns for Period Ending 06/30/08
1 MO
1 YR
3 YRS
5 YRS
Growth Fund
-7.52
-10.35
4.59
6.81
S&P 500
-8.43
-13.12
4.41
7.58
.....................................
...
...
...
...
Income Fund
-0.23
5.50
4.42
3.85
Lehman Bros Intermediate Govt./Credit
0.01
7.39
4.27
3.49
.....................................
...
...
...
...
SBF Flexible Income Fund
0.02
6.21
N/A
N/A
Lehman Bros. Govt./Credit Index
0.10
7.24
3.84
3.58
.....................................
...
...
...
...
Balanced Fund
-3.80
-2.17
3.98
4.68
Blended Fund*
-4.17
-2.94
4.13
5.58
         
SBF Short-Term Fund
0.20
4.21
4.58
3.41
.....................................
...
...
...
...
*1/2 S*P 500
1/2 Lehman Bros Govt./Credit Index

 


Past performance results are no guarantee of future returns.

 
 
     

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