Jewish Community Foundation of Greater Mercer
box blue 4 Princess Road, Suite 206, Lawrenceville, NJ 08648  box Phone: 609.219.0555  box Fax: 609.219.9040  box Email: info@jcfgreatermercer.org 
Home About Us Types of Funds Establish A Fund Existing Fund Holders Grant Recipients
Overview
Mission
Core Principles
Board and Staff
> Financial Information
Contact Us
Financial Information

Our investment team, made up of top financial planners with decades of experience will invest your charitable dollars with skill and personal attention.  Below,  please see some an average of some of our past returns.



 

Investment Returns

Data based upon averages of funds that had no deposits and made no distributions during the period

  
  Year ending 12/31/2009          
  2009 2008 2007 2006 2005 2004
S&P 500 23.45% -38.49% 3.53% 13.62% 3.00% 8.99%
DJIA 18.82% -33.84% 6.43% 16.29% -0.61% 3.15%
Before Fees:
  Over $30,000: 17.32% -22.31% 6.33% 10.66% 5.68% 6.49%
  $6,000 to $20,000: 14.45% -19.68% 5.43% 9.44% 3.41% 7.00%
After Fees:
  Over $30,000: 16.29% -23.24% 5.4% 9.63% 4.67% 5.48%
  $6,000 to $20,000: 13.43% -20.62% 4.52% 8.42% 2.41% 5.73%
For more information, or to establish your fund, please call the Foundation at 609-219-0555 Or email us.
 
page_bottom