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Investment Information

Investment Information

View quarterly investment reports for the Central Minnesota Community Foundation:

Investment Information 3-31-08

Investment Information 12-31-07

Investment Information  9-30-07

Investment Information 6-30-07


View a presentation by Shale Lapping of IPEX Inc. on the 2007 investment performance. Lapping shared information about the 2007 investment market conditions, their impact on the CMCF portfolio and expectations for 2008 at the Foundation's annual luncheon on May 13 at the Holiday Inn & Suites in St. Cloud. Lapping serves as the Foundation's investment consultant.  View the Quarterly Investment Report.

Part 1: 2007 Investment Market Conditions and Broad Market Results.

 Part 2: 2007 Market Value Growth for CMCF Investments

Part 3: CMCF Portfolio Structure, Positioning for 2008 and First Quarter Results.

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