Socially Responsible Mutual Fund Charts: Fund Profiles

Fund Profiles: A full summary of each individual fund, including methodology, detailed screening information, general company description, proxy voting access, and financial cost to begin investment.

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CNI Charter Funds Full Maturity Fixed Income Fund - N Class


Jump to: General Fund Information | Fund Company Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category

General Fund Information - [Top]

Ticker: AHAFX

General Fund Category: Bond/Fixed Income
 
Specific Sizes or Types of Investments: Large cap companies
 
Financial Objective: The Fund seeks to provide a high level of current income consistent with preservation of capital.

To invest, call: 1-800-445-1341

Disclaimer: To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling 1-800-445-1341 or visiting our website at www.cnicharter-ccma.com. Read the prospectus carefully before investing. Investing involves risk including loss of principal.

Account Minimums - [Top]

Minimum Account:  Information not available.
Minimum IRA:  Information not available.

Methodology - [Top]

Primary Qualification: We conduct social screening first and then apply financial criteria.

Screening Venue: Outside

Screening Party: RiskMetrics/ICCR; KLD for social guidelines

Proxy Voting Information - [Top]


Proxy Voting guidelines or policies are available in printed form by request. Call fund company.
Also available online at http://www.cnicharterfunds.com/#.

Proxy Voting records are available in printed form by request. Call fund company.
Also available online at http://www.cnicharterfunds.com/fundinformation/download/voting_policy.pdf.

Specific Screening Information by Category - [Top]

  • Products/Processes > Tobacco No investment (by fund policy).

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