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Monday, May 27, 2019

Legacy Fund -- Annual Report -- May, 2019

Legacy Fund update from The Bismarck Tribune via the West Fargo Pioneer, data points:
  • Fund: $5.4 billion, total assets (deposits plus earnings)
  • annual report presented May 25, 2019
  • no significant changes in asset allocation
  • 50% equity
  • 35% fixed income
  • 15% real assets
  • earnings net $1 billion
  • "Steady Eddy" -- I wonder where they got that phrase (LOL)
  • no mention of rate of return 
Link here.

The Legacy Fund is tracked here.  

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