Name |
Benchmark |
Allocations |
Fixed Income Fund—I Series (FIF-I) |
Bloomberg U.S. Aggregate Index |
• Global government and corporate bonds • Non-U.S. dollar denominated bonds • High-yield bonds • Market-rate community development loans |
Inflation Protection Fund—I Series (IPF-I) |
IPF-I Benchmark2 |
• Global inflation-linked bonds • Commodities • Floating rate senior secured loans |
U.S. Treasury Inflation Protection Fund—I Series (USTPF-I) |
Bloomberg U.S. Inflation Linked Bond Index |
• U.S. Treasury Inflation Protected Securities (TIPS) |
Short Term Investment Fund—I Series (STIF-I) |
BofA Merrill Lynch 3-Month Treasury Bill Index |
• Commercial paper • Government and corporate notes • Market-rate community development loans |
Social Values Choice Bond Fund – I Series (SVCBF-I) |
Bloomberg U.S. Aggregate Index |
- Global government and corporate bonds
- Excludes fossil fuel companies and certain securities associated with conflict-affected areas
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