Investment Options

As of August 31, 2020

Community Foundation of New Jersey & Community Foundation of South Jersey

The assets of your fund can be invested in one of our pooled investment options, with one of our investment partners, or with one of your own investment managers. By investing with these partners and managers, fundholders may design specific portfolios for their funds. In these circumstances, the fees are negotiated on a case-by-case basis. Prior to indicating your preference, please consider the time horizon for grant recommendations from your fund. The Community Foundation’s staff is available to discuss these options with you.

Flagship

The Flagship Portfolio seeks to provide growth of capital through a target allocation. The Portfolio is composed of various actively managed and index funds.

Click here for monthly statement.

Investment Portfolio

Balanced

(Balanced Strategy)

The Balanced Portfolio seeks to provide growth of capital and a reasonable level of current income. The Portfolio is composed of five Vanguard Index Funds.

Fees: 0.084%

Allocation %

Avg Performance History

Investment Portfolio

Knox Hill

(Conservative Strategy)

The Knox Hill Conservative Portfolio seeks to preserve principal while earning current income. The Portfolio is composed of two Vanguard Fixed Income Index Funds.

Fees: 0.10%

Allocation %

Avg Performance History

Investment Portfolio

Stable Value

(Short-Term Strategy)

The Stable Value Portfolio seeks to preserve principal. The Portfolio is composed 100% of the Vanguard Prime Money Market Mutual Fund.

Fees: 0.11%

Allocation %

Avg Performance History

Questions?

Contact Hans Dekker at (973) 267-5533.