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

Common Trust Funds*

Socially Responsible Fixed Income Fund

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 POLICY

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 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.