CTF Balanced Fund
Common Trust Funds*
Balanced Fund
Investment Objective
The investment objective is asset growth and income while moderating risk by investing primarily in stocks, combined with secondary components in bond and short-term/money market investments.
Investment Style
The targeted long-term allocation is 50% stock, 40% bond and 10% short-term/money market.
Investor Profile
An investor who recognizes the potential of allocating investments between stock and bonds over a long-term investment horizon of at least 5 years.
Investment Options
The Common Trust Funds (CTF) investment options are comprised of funds that are selected from the broad market of mutual funds or of funds selected from mutual fund companies that make an effort to limit their holdings to the stock of companies providing goods and services benefiting society with limited negative effect to the natural environment.
Calendar Year Total Returns
as of 12/31/2022**
| Common Trust Fund | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|
| TM Balanced*** | -2.89% | 15.57% | 13.29% | 10.21% | -11.74% |
| SRI Balanced**** | -0.57% | 17.03% | 12.94% | 13.39% | -11.31% |
Learn More
Contact Dave Strausser for more information.
(717) 796-4788 ext. 5418
*The Common Trust Funds are invested in mutual funds selected by the Brethren in Christ Foundation. The Foundation will also select the mutual fund money market or bank money market for the Money Market Common Trust Fund.
**Past performance is no guarantee of future results.
***Funded on 12/05/2001
****Funded on 07/31/2005