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.

Financial Performance Screening & Advocacy Proxy Voting Account Minimums Fund Profiles
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CNI Charter Funds Socially Responsible Equity - Institutional


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

General Fund Information - [Top]
Ticker: AHSRX

General Fund Category: Equity Mid-Small Cap
 
Specific Sizes or Types of Investments: Mid-small cap companies
 
Financial Objective: The Fund seeks to provide long-term capital growth.

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:  $1,000,000
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

Screening Process: The AHA Socially Responsible Equity fund is managed using the SKBA Socially Responsible Value (SRV) equity strategy. Their objective is to outperform benchmarks while maintaining appropriate risk exposure. SRV is a philosophy which seeks to achieve long-term capital appreciation by investing in undervalued equity securities which meet our client’s social screening criteria. We use external social research services and incorporate AHA – specific screening parameters to attain the socially responsible investment objective of the Strategy.

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 > Alcohol No investment (by fund policy).
  • Abortion Specific Products No investment (by fund policy).
  • Governance > Board Issues Proactive investment (by fund policy).
  • Community Relations Proactive investment (by fund policy).
  • Products/Processes > Defense/Weapons No investment (by fund policy).
  • Social > Diversity & EEO Proactive investment (by fund policy).
  • Environment > Environment/Other Proactive investment (by fund policy).
  • Gambling No investment (by fund policy).
  • Social > Human Rights Proactive investment (by fund policy).
  • Social > Labor Relations Proactive investment (by fund policy).
  • Nuclear No investment (by fund policy).
  • Products/Services Proactive investment (by fund policy).
  • Products/Processes > Tobacco No investment (by fund policy).

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