CTF SRI Fixed Income Fund
Common Trust Funds*
Investment Objective
The investment objective is to seek a higher and more sustainable level of interest income and not long-term growth in capital.
Investment Style
The targeted allocation is 100% in fixed income holdings of U.S. government or U.S. government agency bonds and U.S. corporate bonds. At management’s discretion, in response to certain changing interest rate environments and markets, the Fund may hold up to 100% in cash or cash equivalents.
Investor Profile
An investor with at least a 3-5 year time horizon who desires a high level of interest income through a socially responsible investment.
Calendar Year Total Returns as of 12/31/2021**
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|
| 1.61% | -0.08% | 0.80% | 4.16% | 3.29% | Â XXXX |
*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