US Equity Pool

Goal
Potential for higher returns through capital growth by investing in the shares of U.S. companies using a diversified approach.

Investment Performance (%)
As of 12/31/2018

   3 Months 
 YTD 
 1 Year   3 Years
  5 Years
 10 Years 
  *Incep.
 Series A 
-9.48 3.31 3.31 8.71 13.99 14.09 4.20
 Series B 
-9.48 3.30 3.30 8.70 13.98 14.09 4.21

Total portfolio assets: $61.8 million
(Series A) 
as of 12/31/2018

Total portfolio assets: $45.6 million
(Series B)
as of 12/31/2018

Quarterly Portfolio Disclosure

*Inception Date: August 14, 2000 (Series A & B)

Last updated: 12/31/2018



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