Common Trust Funds*

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 through a socially responsible investment.

Calendar Year Total ReturnsĀ as of 12/31/2015**

2010 2011 2012 2013 2014 2015
9.06% -0.92% 8.23% 14.36% 4.34% 1.07%

 

*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 07/31/05