Investment Information

(As of June 30, 2023)

1 Year	3 Year	5 Years	10 Years
6.9%	10.8%	6.2%	6.2%

(As of June 30, 2023)

($559,145,627 As of June 30, 2023)

First, the WMU Foundation seeks to provide a steady stream of income to support the designated use of the endowed fund. Second, the Foundation strives to grow the value of the portfolio over time to ensure that the same endeavors will be sustained in perpetuity. Our aim is to achieve each of these objectives over generations.
WMU Foundation invests for the long-term. We have designed our portfolio with diversified assets to reduce risk over time. The asset allocation is based on the long-term goals of the endowment to achieve the desired investment return and risk control.
As of June 30, 2022, the WMU Foundation endowment was valued at $555 million.
The Foundation follows a distribution policy based on a rate of 4.5% of a 60-month trailing average of the market value of the assets of the WMU Foundation. This approach allows administrators to confidently incorporate the projection of the endowment distribution into budget forecasts and insulates from year-to-year market instabilities.