Churches and Organizations > CTF Investment Options > Socially Responsible Investing > SRI Balanced Fund

Common Trust Funds*

Socially Responsible Balanced Fund

INVESTMENT OBJECTIVE

The investment objective is asset growth and income while moderating risk by investing primarily in stocks, combined with secondary components in bond and short-term/money market investments.

INVESTMENT STYLE

The targeted long-term allocation is 50% stock, 40% bond and 10% short-term/money market.

INVESTOR PROFILE

An investor who recognizes the potential of allocating investments between stock and bonds over a long-term investment horizon of at least 5 years through a socially responsible investment.

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.

***Funded on 07/31/2005

Account Login

To obtain a user id and password please Contact Us at (717) 796-4788.

(To view fund investment allocation, login using "investor" as user id with  "bicf" as password.)

Last Modified on October 17, 2008 | Brethren in Christ Foundation, Inc. All rights reserved.