George Mason Medical Center Recommended Asset Allocation for Building Replacement Fund Rebalancing of Investment Portfolio as...
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George Mason Medical Center Recommended Asset Allocation for Building Replacement Fund Rebalancing of Investment Portfolio as of November 24, 2023 Your calculated Re-balanced Investment Description Cash and Cash Equivalents Fixed Income - Domestic (US) Bonds Fixed Income - International Bonds US Equities - Large Cap Growth US Equities - Large Cap Value US Equities - Mid/Small Cap Growth Non-US Equities -- Developed Markets Real Estate Investment Trusts (REITS) Total Balance on 11/24/2023 $ 45,965,000 Current Allocation % Future Desired Allocation Amounts 12.1% 9.0% ? 93,148,000 24.5% 27.0% ? 37,029,000 9.7% 10.0% ? 61,089,000 16.1% 12.0% ? 55,278,000 14.5% 13.0% ? 39,337,000 10.3% 12.0% ? 48,337,000 12.7% 8.0% ? 0.0% 9.0% ? $ 380,183,000 100.0% 100.0% $ 380,183,000 George Mason Medical Center Recommended Asset Allocation for Building Replacement Fund Rebalancing of Investment Portfolio as of November 24, 2023 Your calculated Re-balanced Investment Description Cash and Cash Equivalents Fixed Income - Domestic (US) Bonds Fixed Income - International Bonds US Equities - Large Cap Growth US Equities - Large Cap Value US Equities - Mid/Small Cap Growth Non-US Equities -- Developed Markets Real Estate Investment Trusts (REITS) Total Balance on 11/24/2023 $ 45,965,000 Current Allocation % Future Desired Allocation Amounts 12.1% 9.0% ? 93,148,000 24.5% 27.0% ? 37,029,000 9.7% 10.0% ? 61,089,000 16.1% 12.0% ? 55,278,000 14.5% 13.0% ? 39,337,000 10.3% 12.0% ? 48,337,000 12.7% 8.0% ? 0.0% 9.0% ? $ 380,183,000 100.0% 100.0% $ 380,183,000
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