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Life Income*Growth
Fund
GENERAL INVESTMENT PROFILE The Life Income Growth Fund invests primarily in the stock asset class to achieve long-term capital appreciation with a secondary component in the bond asset class to achieve diversification and reduce volatility. A small allocation to the short-term or money market asset class provides diversification and liquidity for investment in other asset classes as opportunities arise. INVESTMENT OPTIONS The Life Income investment options are comprised of funds that are selected from the broad market of mutual funds or of funds selected from mutual fund companies that make an effort to limit their holdings to the stock of companies providing goods and services benefiting society with limited negative effect to the natural environment. CALENDAR YEAR TOTAL RETURNS as of 09/30/2008**
* 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. *** Socially Responsible
Investing options are available on request. To obtain a user id and password please Contact Us at (717) 796-4788. (To view fund investment allocation, login using "donor" as user id with "bicf" as password.)
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Last Modified on October 17, 2008 | Brethren in Christ Foundation, Inc. All rights reserved. |