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Independent/private foundations reported average net investment returns of -0.7%, while community foundations reported average returns of -1.4%. When viewed by asset class, returns were mixed. The highest return, 5.7%, came from fixed income; the lowest, -12.2%, came from international equities. Domestic equities returned -0.1%, alternative strategies gained 2.0%, and the return for short-term securities/cash/other was -0.1%. At December 31, 2011, participating institutions’ asset allocations were: Domestic equities: 24%; Fixed income: 13%; International equities: 12%; Alternative strategies: 43%; and Short-term securities/cash/other: 8%.
Independent/private foundations reported average net investment returns of -0.7%, while community foundations reported average returns of -1.4%.
When viewed by asset class, returns were mixed. The highest return, 5.7%, came from fixed income; the lowest, -12.2%, came from international equities. Domestic equities returned -0.1%, alternative strategies gained 2.0%, and the return for short-term securities/cash/other was -0.1%.
At December 31, 2011, participating institutions’ asset allocations were:
Rebecca Mooreeditors@plansponsor.com