Quarterly Update

The Diocesan Foundation’s results have been updated through March 31, 2016.

In a tumultuous quarter, the Foundation sustained a slight overall loss of -0.9%.  Two of the investment strategies (model portfolios) achieved modest gains.  Assets at quarter-end totaled $59.3 million and three new accounts were opened during the quarter.

Details are available on the website.

Foundation Update

The report of the Diocesan Foundation for the quarter ending December 31, 2015 has been posted to its website.

Investment markets improved nicely in the quarter and the Foundation benefited from this, achieving an investment gain of $2.1 million or 3.6%.  These strong results were not sufficient to overcome market declines sustained earlier in the year, resulting in a modest loss of $611 thousand or -0.9% for the year.

 

Foundation Update

The second quarter was disappointing for investments. As a result of significant declines in both the stock and bond markets late in the quarter, the Foundation sustained a small loss of -0.6%. Total assets at quarter-end were $63.5 million. Investment performance for the six months ending June 30th was positive, with a gain of 1.2%.

The complete Quarterly Report is available on the website.

Quarterly Update

Investment results for the Diocesan Foundation through the September quarter have been posted to its website.

The Foundation sustained a slight investment loss of $500 thousand or (0.8%) for the quarter, although its performance compared to other managers was favorable.  Total assets at quarter-end totaled $60.7 million.

Diocesan Foundation Update

The Foundation’s website has been updated to include results through the quarter ending March 31, 2014. The complete Quarterly Report and other information are available at http://www.foundation-dwtx.org.

Foundation assets at quarter-end totaled $60.4 million, a slight decrease from year-end 2013. Investment gains were modest—$693 thousand or 1.2%–reflecting lower stock market gains than the prior two quarters.