LOCATION: Williamsburg, VA

A degree from William & Mary’s Mason School of Business is based on a simple but revolutionary premise: that the most effective way to develop successful business leaders is to provide them with best-in-class instruction and unparalleled opportunities for mentorship and experiential learning.

19.97% YTD
  • 2.63% 1ST QTR
  • 8.57% 2ND QTR
  • 5.05% 3RD QTR
  • 2.50% 4TH QTR
  Subsector Allocation QTR Index QTR Portfolio
Public Equity: - 80.0% - 1.23%
  Subsector Allocation QTR Index QTR Portfolio
Equity: - 68.8% - 1.22%
  Office - - -
  Industrial 100.0% 1.78% 1.78%
  Retail - - -
  Residential - - -
  Lodging/Resorts - - -
  Health Care - - -
  Self Storage - - -
  Infrastructure - - -
  Timber - - -
  Subsector Allocation QTR Index QTR Portfolio
Mortgage: - 31.3% - 0.32%
  Home Financing - - -
  Commercial Financing 100.0% 1.02% 1.02%
  Subsector Allocation QTR Index QTR Portfolio
Private Equity: - - - -
  Subsector Allocation QTR Index QTR Portfolio
Office: - - - -
  East (O) - - -
  Midwest (O) - - -
  South (O) - - -
  West (O) - - -
  Subsector Allocation QTR Index QTR Portfolio
Industrial: - - - -
  East (I) - - -
  Midwest (I) - - -
  South (I) - - -
  West (I) - - -
  Subsector Allocation QTR Index QTR Portfolio
Apartment: - - - -
  East (A) - - -
  Midwest (A) - - -
  South (A) - - -
  West (A) - - -
  Subsector Allocation QTR Index QTR Portfolio
Retail: - - - -
  East (Re) - - -
  Midwest (Re) - - -
  South (Re) - - -
  West (Re) - - -
  Subsector Allocation QTR Index QTR Portfolio
Hotel: - - - -
  East (H) - - -
  Midwest (H) - - -
  South (H) - - -
  West (H) - - -
  Subsector Allocation QTR Index QTR Portfolio
Public Debt: - 20.0% - 1.26%
  Subsector Allocation QTR Index QTR Portfolio
CMBS: - - - -
  Investment Grade (AAA) - - -
  Non-invesment Grade (BBB) - - -
  Subsector Allocation QTR Index QTR Portfolio
RMBS: - 100.0% - 6.32%
  Investment Grade (Prime) 100.0% 6.32% 6.32%
  Non-invesment Grade (Subprime) - - -
  Subsector Allocation QTR Index QTR Portfolio
Private Debt: - - 0.36% -
Download Portfolio Allocations

From Our Blog

View All Blog Posts

2017 RCUC

One Competition – Three Quarters – Many, Many Possibilities

University Challenge

Webinar: Real Confidence Investment Tools Tutorial

2017 RCUC

Webinar: Real Confidence Quarterly Quarterback (E.3)