INVESTMENT RETURN
Investment Committee
The Investment Committee, a standing Committee of the Board of Directors, is responsible for the oversight of the Foundation’s investment and its investment managers. It meets at least four times a year and makes recommendations for action to the Board of Directors. Wurts & Associates serves as the investment advisor.
Linda Gutmann Director of Corp. Finance, Russell Investment Group
Albert S. Bacon, III Community volunteer
Mike Dunbar Financial & Retirement Planners Northwest, Inc.
Steven Hill Administrator, Washington State Health Care Authority
Kathryn F. McAuley Vice President, Weyerhaeuser
Steve Murray, Ph.D. Russell Investment Group
Greater Tacoma Community Foundation’s Portfolio Performance
(net of fees)
(for the period ending December 31, 2006)
|
1 Year |
3 Years |
5 Years |
|
16.1% |
13.0% |
10.2% |
Relevant Benchmarks
|
|
1 Year |
3 Years |
5 Years |
|
S&P 500 Index |
15.8% |
10.4% |
6.2% |
|
Russell 2000 Growth |
13.4% |
10.5% |
6.9% |
|
Russell 2000 Value |
23.5% |
16.5% |
15.4% |
|
MSCI EAFE Index |
26.9% |
20.4% |
15.4% |
|
Lehman Aggregate Index |
4.3% |
3.7% |
5.1% |
