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Investing in the Future

The CSULB Endowment is managed by the CSULB 49er Foundation board of directors. It is comprised of hundreds of individual funds established by donors for a particular purpose. Some of these funds support scholarships, while others support annual lectures, departments and programs.

The endowment is invested in a combination of equities, fixed-income instruments, real estate and cash equivalents, with the goal of achieving the maximum rate of return with an acceptable, prudent level of risk. As of June 20, 2013, the endowment was valued at $50,528,887.

Annualized Returns*
Annualized Returns As of June 30, 2013
Fiscal YTD
1 Year
11.5%
3 Year 10.1%
5 Year 4.2%

*Performance results are annualized for time periods greater than one year and include all cash and cash equivalents, realized and unrealized capital gains and losses, and dividends, interest and income. Time weighted returns do not include the impact of fund contributions and withdrawals and therefore, may not reflect the actual rate of return of a specific fund.

BY THE NUMBERS

By the number Pie chart
  • U.S. Core Equity 17.78%
  • U.S. Defense Equity 17.78%
  • Small/Med Cap Equity 4.44%
  • Commodities 5.00%
  • International Funds 16.84%
  • Emerging Markets 3.16%
  • Real Estate 5.00%
  • Fixed Income/Cash 30.00%

Investing the Future bar chart

  • 2005 - $ 24,994,895
  • 2006 - $ 30,340,575
  • 2007 - $ 36,072,454
  • 2008 - $ 36,616,440
  • 2009 - $ 31,070,238
  • 2010 - $ 36,563,865
  • 2011 - $ 46,269,016
  • 2012 - $ 44,084,299
  • 2013 - $ 50,528,887

Bar Graph