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Performance

Below you will find 10-year performance data on our Growth, Balanced, and Income funds and the most recent Participant Quarterly Reports.

Note: Prior returns are no guarantee of future results.

Growth of $1,000 Comparison


Participant Quarterly Reports

To view and print the Quarterly Reports and Financial Position below you may need to install a viewer that can open and display a document in PDF file format, we have provided a link to Adobe should you need it. The Acrobat Reader can be downloaded free of charge from Adobe.

 

Quarterly Report for the Fiscal Year Ending June 30, 2016
Quarterly Report for the Fiscal Year Ending June 30, 2015
Quarterly Report for the Fiscal Year Ending June 30, 2014
Quarterly Report for the Fiscal Year Ending June 30, 2013
Quarterly Report for the Fiscal Year Ending June 30, 2012
Quarterly Report for the Fiscal Year Ending June 30, 2011
Quarterly Report for the Fiscal Year Ending June 30, 2010
Quarterly Report for the Fiscal Year Ending June 30, 2009
Quarterly Report for the Fiscal Year Ending June 30, 2008
Quarterly Report for the Fiscal Year Ending June 30, 2007
Quarterly Report for the Fiscal Year Ending June 30, 2006
Quarterly Report for the Fiscal Year Ending June 30, 2005
 


Investment Manager Profiles

Below you will find the most current investment manager profiles provided by our investment monitor, Wells Fargo Advisors. The Catholic Foundation currently employs eleven investment managers, ten equity and one fixed income, in various percentage allocations.

Brandes, Calamos, Earnest, Estabrook,
 INVESCO, Lazard, Neuberger, Systematic,
TCW, Wentworth, PIMCO
  

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