MDTA Finance and Administration Committee Meeting Materials

9 Portfolio Composition & Compliance – Compliance Report (continued)

Compliance

Credit Ratings

Market

Investment Policy Limit

With Investment

Moody's

Market Value ($)

% of Total

Policy

S&P

Cash

37,861,155

1.3%

Money Market Mutual Funds - Goldman Sachs Financial Square Gov't FGTXX

AAAm AAAm AAAm

Aaa-mf

97,967,539 567,336,949 109,173,624

3.5% 50% 20.2% 50% 3.9% 50%

Yes Yes Yes

- MLGIP

NR

- Dreyfus Gov't Cash DGCXX

Aaa-mf

Sub-Total Money Market Mutual Funds

774,478,113

27.6% 100%

Yes

U.S.Treasuries **

1,365,959,560

48.7% 100%

Yes

AA+

Aa1

Federal Agencies ** - Fannie Mae

AA+ AA+ AA+ AA+

Aa1 Aa1 Aa1 Aa1

26,555,304 17,763,965 388,196,235

0.9% 50% 0.6% 50% 13.8% 50% 0.0% 50%

Yes Yes Yes Yes

- Federal Farm Credit Bank - Federal Home Loan Bank

- Freddie Mac

738,216

Sub-Total Federal Agencies

433,253,720

15.4% 100%

Yes

** Includes defeased municipals with government securities escrows.

Supranationals - African Development Bank - Asian Development Bank

AAA AAA AAA

Aaa Aaa Aaa

9,983,200 10,019,962 18,225,885

0.4% 10% 0.4% 10% 0.6% 10%

Yes Yes Yes

- International Bank for Reconstruction & Development

Sub-Total Supranationals

38,229,047

1.4% 30%

Yes

Commercial Paper - Exxon Mobil - Toyota Motor Credit

A-1+ A-1+

P-1 P-1

-

0.0% 5% 0.7% 5%

Yes Yes

19,628,347

Sub-Total Commercial Paper

19,628,347

0.7% 20%

Yes

Made with FlippingBook Digital Proposal Creator