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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. |
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Click here for
Composite
Growth of $1,000 from Inception
through 12/31/10
(in pdf)
Click here for
Rolling 1, 3,
5 & 10-Year Return History
through 12/31/10
(in pdf)
Click here for
Composite 10-Year
Return History Chart
through FYE 6/30/10
(in pdf)
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, 2011
Quarterly Report for the period Ending March 31, 2011
Quarterly Report
for the period Ending December 31, 2010
Quarterly Report for the
period Ending September 30, 2010
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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