HdOut-Project2Overview

HdOut-Project2Overview - 'CJ"tlJ'1?t'rn_t s-Jv:11 T,r.o'=Lr...

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'CJ "tlJ '1.'?t-'rn:) *- _t- s-Jv.:11 ,.,r.o'=Lr <,,a ^l T L,'" ( .,1{:)-;"<l '-=r-rr{_-, I <-J EJ ZI. J 4,r3o:,.'z/ll .1"! ?'/t,.r,a.p
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POOR'S THE OUTLOOK APRIL 1,2009 g AF} -t*{*$- i:\- TD\A ( a r.{t \ Global Asse tr "f\, Hrro#nnrIpoBTFoLro Allocation Update S (t P's Inu e stm ent P o li cy Committee's allo cations remain intact. be more conservative than his age v,'ould ordinarily indicate. : 5 -ASSEI CTASS/ INVESTMENT STYLE U.S. STOCKS Small-Cap Blend 15% FOBEIGN STOCKS 12 lnternational Emerging Markets iShares MSCI Emerging lvlarkets / EEM -53.5 25fo BONDS 70 U.S. Debt iShares Barclays U.S- Aggregate / AGG 2.1 0.?3 U.S. Short-Term Debt 15% CASH 'ANNUALIZED TOTAL EXPENSE REIUflN I%} BATIO I%I FIF/TICKER SPDF S&P 5OO / SPY S&P MidCap 400 SPDR / MDY iShares S&P SmallCap 600 / IJB iShares MSCI EAFE / EFA -ANNUALIZED TOTAL RETURN {9i) -43.1 -42.0 '42.5 -50.1 0.09 0.25 0.20 EXPENSE BATI0 {%) 0.34 0.72 iS_lgryr B4lgq1-3_Year,Treasury / SHY 3.2 0.15 U.S. 6-Month Treasury Bills es: t9T" in developed overseas mar- inceptionlNovemberl5.2004)throughFebruary2Svs alossof 11.2%foritscustombenchmark,whichiscomposedof kets (EFA), 6T" in emerging *"rt .r, lSll;f,?hi?:'lxrir:,:.tnn'."n"ti; ttn MScl EAFE', and 10% Earclavs l-3 month T-bill' Does n'r include transacrion cosrs' Pasr (EEM), 7o/. in U.S. mid-caps (MDY), and 57" in U.S. small-caps (UR). In DETAILED GRSWIH (ttt.>i:, H cqdl+ v'1, Ci addition, this allocation dedicates ' a ..ir qss/ L-""s ' i2fu€en 'ANlbufluzED EX'ENSE TYLE FrFlrtcKER L-t,/L6 Uy$$flEruBN(%l FATro(%l tend SPDR s&P 5oo / sPY t'"**t -0r. ., o.o9 nd- ,- S&P MidCap 400 SPDB / MDY -420 0.25 lend iShares S&P SmallCap 600 / IJR -42.5 0.?0 rocrs r ---- iShares MSCI EAFE / EFA -50 1 0 34 Total=100% It dedicateb 37o/" to these asset class- ,Daraaso{2/zB/2009,sources: standard&poor'sETFBepgrtsand jshares. rnroiirrcta"d",;,;ETFp.;,ril j*zr"t"t,^-- rron. I r .--]>-1 thrs al rhe ;T',:','#,ffi:f flllT',fi:lo,l'l3i:l;il',3#{l^i,',1lli Tl'#Ji;in:ilif,'u"1\u, tirne tr-orizon of 20 tn ? 5 vears- is 1500, 15% Barclays U S- Aggregate, 25% MSCI EAFE, and 5% Barclays 1-3 month T-bill. Does not include transaction costs Pasr per
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This note was uploaded on 09/08/2010 for the course BUS 172B at San Jose State.

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HdOut-Project2Overview - 'CJ"tlJ'1?t'rn_t s-Jv:11 T,r.o'=Lr...

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