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Our Portfolio

The Southern Baptist Foundation investment pools reflect our commitment to creating an investment environment that focuses primarily on capital preservation.  We believe there is no glory in losing hard-earned charitable funds that benefit God's Kingdom.  Therefore, we seek to generate investment returns in ways that reflect very low tolerance for capital losses.  We are delighted that our lower-risk approach to portfolio construction continues to deliver superior long-term investment results.

The text that follows illustrates six funds within our portfolio.  However, we are not limited to those funds alone.  Contact us to explore a different approach or for our investment performance.

The graphic below illustrates the relative risk-reward of these specific funds.  

The Enhanced Cash Fund

The Enhanced Cash Fund allows you to earn an attractive return while keeping the deposits safe.  The funds provide peace of mind, protection, and convenience.  The funds are invested in top quality certificates of deposits and various money market fund accounts.

 

Short-Term Investment Pool
The Short-term Investment Pool is maintained to facilitate the management of funds for various accounts and provide liquidity for permanent investment and withdrawal requests. The funds are invested in top quality certificates of deposit, commercial paper rated A1/P1, corporate bonds and money market funds. Withdrawals and additions are permitted daily.

 

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Flexible Income Fund
The Flexible Income Fund is provided to offer a reasonable income with some potential for growth of principal. The Fund is more aggressively managed than the Income Fund and has more market fluctuation. The assets of the fund include U.S. Treasury obligations, and high quality corporate bonds, and an enhanced bond strategy program. Withdrawals and additions are permitted monthly on the second business day. Investment policy requires all holdings be rated "A" or better credit quality by Moody's or S&P.

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Income Fund
The Income Fund is provided to offer maximum income with only the highest quality investments. Preservation of principal is accomplished through investments in U.S. Treasury direct obligations and guaranteed instruments, high quality corporate bonds, and funding agreements of the highest rated commercial insurance companies. Withdrawals and additions are permitted monthly on the second business day. Investment policy requires all holdings be rated "A" or better credit quality by Moody's or S&P.

 

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Balanced Fund
The Balanced Fund is provided to offer diversification for smaller accounts with long term objectives. Assets of this fund include high quality fixed income instruments, common stocks and cash equivalents with an approximate allocation of 50% equities and 50% Flexible Income Fund. Withdrawals and additions are permitted monthly on the second business day.

 

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Equity Fund
The Equity Fund is maintained to provide participation in long-term appreciation of assets through ownership in common stocks of high quality, large capitalized growth companies, which are proven leaders in their industries. Growth is the main objective of this fund with only secondary consideration of income. Withdrawals and additions are permitted monthly on the second business day. The Equity Fund owns different investment styles (i.e., core, value, and growth) depending upon current market opportunities. This fund is comprised of individual holdings (not mutual funds) and is 100% screened for acceptability. 

 

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