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Asset Allocation
 

Investment Managers

US Large-Cap Equity
Golden Capital Management

High-Yield US Large-Cap Equity
Golden Capital Management

US Small-Cap Equity
Champlain Investment Partners

International Equity
American Funds EuroPacific Growth Fund
Dodge and Cox International Equity Fund

Fixed Income
Dodge & Cox Income Fund
Wespath Investment Management - Bond Fund
Wespath Investment Management - Treasury Inflation Protected Securities (TIPS) Fund

Cash
BB&T Money Market Deposit Account

 
   
 
 
United Methodist Foundation of Western North Carolina, Inc.
Address: 13816 Professional Center Drive, Suite 100 Huntersville, NC 28078   |   Phone: 704-817-3990   |   Fax: 980-422-0390
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