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General Fund Information - [Top]
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Ticker: AHFMX |
General Fund Category: Bond/Fixed Income |
Specific Sizes or Types of Investments: Large cap companies |
Financial Objective: The Fund seeks to providea high level of current income consistent with preservation of capital. |
To invest, call: 1-800-445-1341
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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.
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Account Minimums - [Top]
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Minimum Account:
Information not available.
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Minimum IRA:
Information not available.
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Methodology - [Top] |
Primary Qualification: We conduct social screening first and then apply financial criteria.
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Screening Venue:
Outside
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Screening Party: RiskMetrics/ICCR; KLD for social guidelines
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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.
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Proxy Voting Information - [Top]
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| Proxy Voting guidelines or policies are available in printed form by request. Call fund company. |
| Also available online at http://www.cnicharterfunds.com/#. |
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| 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]
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Products/Processes > Tobacco
No investment
(by fund policy).
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Download as PDF for Printing