Common Trust Funds*
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.
The targeted long-term allocation is 20% stock, 50% bond, and 30% short-term money market.
An investor with a 3 – 5 year time horizon who desires income and capital appreciation.
Calendar Year Total Returns as of 12/31/2021**
2016 2017 2018 2019 2020 2021
2.33% 3.79% -0.42% 8.31% 7.39% 5.14%
*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.
Inception Date 12/05/01