Overview of Moderate Fund

Invest with a balanced mix of 60% stocks & 40% fixed income.

Reviewing Asset Allocation and Performance by Portfolio Component

Performance by Portfolio Component is gross of fees. Moderate Fund Total Return is net of fees.

For the latest performance reports on all three funds, visit the Investment Performance Reports page.

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About the United Methodist Foundation

Value Comparison to Secular Advisors

Sustainable and Socially Responsible

Investment Partner & Services Provider

Quantitative Impact Portfolio Methods

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