The Laguna Beach Community Foundation compiled 2016 gross performance figures for assets comprising their equity and fixed income pools. The equity pool, consisting of domestic and international holdings gained 12.4% for the year and the fixed income pool gained 3.0%. A blended portfolio of 60% equity and 40% fixed income, which is used for discretionary accounts, gained 8.7% for the year. Performance is calculated gross of fees and assumes monthly rebalancing to target weights and does not refl [...]
