Fax: (212) 714-0303 fjc@fjc.org
Capaciteria.org - The Nonprofit Capacity Resource Index
FJC Programs
INV programs
Your FJC Account Investment Options
When establishing an account with FJC, you can recommend how the FJC Fund should be invested among various investment pools. Recommendations should be based on risk tolerance and anticipated grant activity. FJC will consider customized investment options for accounts with balances of $1 million or more.
As an independent organization that is not related to a brokerage firm, FJC is free to work with various financial institutions to keep expenses as low as possible, generating the best returns possible for our donors. For a summary of previous investment performance, please feel free to contact our office at 888-GIVE- FJC or via e-mail at FJC@FJC.org. Historical data is not a guarantee of future performance.
Value Equities - Domestic Fund
Invests in large-capitalization U.S. companies priced at a discount in relation to their long-term earnings power. Current manager: Sanford C. Bernstein.
S&P 500 Index Fund
Seeks to gain diversified exposure to the U.S. equity market, broadly diversified within large-capitalization stocks. Current manager: Vanguard.
Total Stock Market Index Fund
Invests in the entire U.S. equity market, including small-, mid- and large-cap growth and value stocks. Current manager: Vanguard.
Growth Fund
Invests in high-quality U.S. and foreign stocks, emphasizing companies in targeted industries with long-term strategies for growth. Current manager: Janus.
International Growth and Value Equities
Invests in equities of developed markets outside the U.S., diversified by industry and country, which offer attractive return potential. Current manager: Sanford C. Bernstein.
Money Market Portfolio
Invests primarily in U.S. Treasury securities, seeking to provide security of principal, daily liquidity and current income. Current managers: Sanford C. Bernstein and Merrill Lynch.
Fixed Income - Intermediate Duration
Invests across multiple sectors and regions, including U.S. Treasuries, agency and corporate bonds, residential and commercial mortgage-backed securities and asset-backed securities. Current manager: Sanford C. Bernstein.
Socially Responsive Fund
Invests for long-term capital appreciation in a diversified stock portfolio of large and- mid-sized U.S. companies that is consistent with social and environmental priorities. Current manager: Domini.
Agency Loan Fund
Provides loans at market rates of interest to creditworthy charitable organizations. The net return on the loan portfolio is credited to FJC accounts that select this investment option. The return varies with changes in market interest rates and utilization ratios.