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MACALESTER ENDOWMENT
All endowment figures are recorded as of June 30 each year--rather than Macalester's fiscal year-end of May 31--in keeping with industry practice.
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ENDOWMENT COMPARISON: MACALESTER AND SELECT PEER INSTITUTIONS,
FY '07* |
| IN MILLIONS |
| Grinnell (IA) |
$1,718 |
| Bowdoin (ME) |
828 |
| Oberlin (OH) |
797 |
| Macalester |
676 |
| Carleton (MN) |
664 |
| Colby (ME) |
599 |
| Colorado College |
490 |
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| FIVE YEAR SUMMARY: PORFOLIO RETURNS, TOTAL AND BY ASSET CLASS** |
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FIVE YEARS |
THREE YEARS |
ONE YEAR |
| Macalester College Total Portfolio |
13.70% |
15.92% |
20.75% |
| Total Portfolio Policy Benchmark |
13.74 |
15.34 |
19.58 |
| Cambridge Median |
12.82 |
15.07 |
19.21 |
| Total Equity Portfolio |
15.03 |
18.11 |
25.64 |
| Equity Portfolio Policy Benchmark |
15.39 |
17.96 |
25.64 |
| Total Fixed-Income Portfolio |
5.28 |
4.33 |
5.07 |
| Fixed-income Policy Benchmark |
5.50 |
4.52 |
5.21 |
| Total Alternatives Portfolio |
14.19 |
18.29 |
20.49 |
| Alternatives Portfolio Benchmark |
14.54 |
17.15 |
18.08 |
The Cambridge Median data represent the median within Cambridge Associate's universe of 120 peer schools. These data are self-reported by each participating institution.
**Returns shown are net of fees. |
