Common Trust Funds*

Investment Objective

The investment objective is asset growth and protection against inflation by investing primarily in stocks, combined with secondary components in bonds and short-term/money market investments.

Investment Style

The targeted long-term allocation is 60% stock, 35% bond and 5% short-term/money market.

Investor Profile

An investor with a long-term time horizon (at least 5 years) who seeks growth and stability through investments in stocks and bonds through a socially responsible investment.

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

2010 2011 2012 2013 2014 2015
11.66% -4.48% 7.02% 17.15% 4.11% 2.58%

 

*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