Jump to: General Fund Information | Fund Company Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category |
General Fund Information - [Top]
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Ticker: CRAIX |
General Fund Category: Bond/Fixed Income |
Financial Objective: Current Income |
Specific ESG Focus: All fund assets support community development such as low-income housing, environmentally sustainable initiatives, affordable healthcare, job creation programs, and neighborhood revitalization activities. |
To invest, call: (877) 272-1977
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Disclaimer:
The CRA Qualified Investment Fund CRA Shares is distributed by SEI Investments Distribution Co., which is not affiliated with Community Capital Management. Investing involves risk, including possible loss of principal. Carefully consider the Fund's investment objectives, risk, and charges and expenses. This and other information can be found in the Fund's prospectus which can be obtained by calling 866.202.3573. Please read the prospectus carefully before investing.
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Fund Company Information - [Top]
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Community Capital Management
Community Capital Management, Inc. ("CCM") was established in 1998 and is an SEC Registered Investment Advisor. CCM manages the CRA Qualified Investment Fund which invests in high credit quality, market-rate fixed-income securities that finance community and economic development. The core economic activities supported by these investments include affordable homeownership and rental housing, environmentally sustainable initiatives, job creation and training programs, and neighborhood revitalization projects.
2500 Weston Rd., Ste. 101
Weston, Florida 33331
United States
Phone: (954)217-7999
Fax: (954)385-9299
jhorwitz@ccmfixedincome.com
http://www.ccmfixedincome.com
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Account Minimums - [Top]
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Minimum Account:
Varies
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Minimum IRA:
Varies
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Methodology - [Top] |
Screening Venue:
In-house
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Screening Party: Portfolio Management Team
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Screening Database Used: None
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Screening Process: Investments must meet the “community development/reinvestment” guidelines as determined by the Community Reinvestment Act (“CRA”). The CRA Qualified Investment Fund is a bond fund that invests in debt and mortgage related securities. We do not invest in companies. We utilize a proactive screen by which 100% of the portfolio is in community investments.
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Proxy Voting Information - [Top]
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| Proxy Voting guidelines or policies are available online at Not Applicable. |
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| Proxy Voting records are available online at Not Applicable. |
Specific Screening Information by Category - [Top]
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Products/Processes > Alcohol
No investment
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Products/Processes > Animal Testing
No investment
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Governance > Board Issues
Investments NOT SCREENED for this concern
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Environment > Clean Tech
Proactive investment
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Social > Community Development
Proactive investment
The fund utilizes a positive screen for investments that support community developed initiatives.
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Products/Processes > Defense/Weapons
No investment
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Social > Diversity & EEO
Proactive investment
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Environment > Environment/Other
Proactive investment
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Governance > Executive Pay
Investments NOT SCREENED for this concern
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Social > Human Rights
Investments NOT SCREENED for this concern
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Social > Labor Relations
Investments NOT SCREENED for this concern
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Environment > Pollution & Toxics
Proactive investment
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Products/Processes > Tobacco
No investment
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Call 866.202.3573 to request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. Investing involves risk, including possible loss of principal. Funds distributed by SEI Investments Distribution Co.
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