Home | About BICF | What's New | Contact Us | Login 
For Individuals | For Churches and Organizations | For Professional Advisors | For Advocates
Tools for Churches and Organizations:
Loan Fund Investment Options
CTF Investment Options:

Growth w/Income

Balanced

Conservative

Fixed Income

Money Market
Mortgage Loans for Facilities
Planned Giving Services

 

Print Version
 

Churches and Organizations > CTF Investment Options > Total Market Funds > TM Fixed Income Fund

Common Trust Funds*

Total Market 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 agencies with a 60% target allocation to U.S. agency mortgage-backed securities and 40% to U.S. short-term treasury securities. The Fund can hold up to 20% in Treasury Inflation Protected Securities (TIPS).  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. 

CALENDAR YEAR TOTAL RETURNS as of 09/30/2008**

20032004 2005 2006 2007YTD
2.53% 3.50% 2.08% 4.82% 5.02% 1.67%

*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 07/10/02.

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.