Below are the available Investment Pool Options for your donor-advised fund. These investment strategies are native to Blue Trust and advisors should be familiar with these options. All six models have a weighted average expense ratio of 0.07%.
Strategic Stock
Strategic Bond
80% / 20% (Strategic Stock/Bond)
60% / 40% (Strategic Stock/Bond)
40% / 60% (Strategic Stock/Bond)
20% / 80% (Strategic Stock/Bond)
