choose Tulsa. give Forever.


Risk/Reward Profiles

As of December 31, 2025

Time Horizon & Expected Returns
Allocation Strategy: Money Market Income Conservative Moderate Aggressive
Time Horizon: Less than One Year Five Years or Less Five to Ten Years Ten to Twenty Years Over Twenty Years
Cash Equivalents 90% 0% 0% 0% 0%
Fixed Income 10% 50% 38% 15% 4%
Equity 0.00% 50% 62% 85% 96%
Estimated Volatility: 8.76% 10.08% 12.75% 14.06%
Expected Return: 6.68% 7.70% 9.90% 10.95%