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 ReturnsĀ as of 12/31/2015**

2010 2011 2012 2013 2014 2015
2.40% 2.68% 4.02% -0.39% 0.62% 0.35%

 

*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