Default Strategy

Account Overview: Default Strategy

Current YTD — as of 03/31/21*           4.400%


Performance Overview (as of 03/31/21)

One Year (2020)*  20.210%
Three Year  14.782%
Five Year  10.544%
Ten Year   8.271%
Life to Date   7.628%

Inception Date July, 1969

* Earnings results calculated on total investment return

Market Value vs. Net Investment

Stocks and Funds

Distribution by Sector

The Default Growth Strategy

This strategy uses a multi-manager investment strategy. We diversify the managers to provide greater focus in individual areas of each managers’ specialty. The investment is diversified over three different asset managers: Active Asset Allocation Manager: Manning & Napier Advisors, LLC; Core (Large Cap) Stock Manager: Dana Investment Advisors, Inc.; and Core Fixed Income Manager: Sage Advisory Service, Ltd.

Objectives and Allocation Range:

  • Overall Portfolio Equity: 60%
  • Proprietary bottom-up asset allocation processes driven by disciplined and time-tested stock selection strategies.
  • Time Horizon: 3 to 10 years

Prioritized Investment Goals

  • Primary objective is the pursuit of long-term capital growth, with a goal of meeting the long-term needs of the total portfolio.
  • Secondary objective is to preserve capital and dampen year-to-year volatility that could greatly impact the availability of funds for financial needs at the Association’s discretion.

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