| - APRIL 20, 2016
PRESENTED BY: KEENE SATCHWELL
Portland (Main Office)
1211 SW 5th Avenue, Suite 2185
Portland, OR 97204
(503) 223-1720
beckercap.com
VALUE DRIVEN
Seattle:
1201 Third Avenue, Suite 5030
Seattle, WA 98101
(206) 829-7747
EVERETT SCHOOL EMPLOYEE BENEFIT TRUST
2
Account Performance
March 31, 2016
1Q16 1 Year 3 Years 5 Years
Since
Inception
9/3/09
Everett School Trust 1.4% 1.5% 1.0% 1.2% 1.4%
Fixed Income (only) 1.7% 1.7% 1.1% 1.3% 1.6%
BAML 0-5 Year TSY 1.3% 1.3% 0.9% 1.3% 1.4%
Fixed Income
$5,185,157
95% Cash
$280,064
5%
Total ... |