Common Trust Funds*

Investment Objective

The investment objective is asset growth and income generation while moderating risk by investing primarily in short-term/money market and bond investments combined with secondary components in stocks.

Investment Style

The targeted long-term allocation is 20% stock, 50% bond, and 30% short-term money market.

Investor Profile

An investor with a 3–5 year time horizon who desires income and capital appreciation through a socially responsible investment.

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

2010 2011 2012 2013 2014 2015
6.57% 1.87% 5.74% 5.79% 1.97% 0.65%

 

*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