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Community Capital

Community Capital Parent Rating

Below Average

Community Capital has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

Community Capital charges fees for open-end and exchange-traded funds on par with respective category peers. On average, the firm's fund fees are in the middle quintile. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to other asset managers to get a better deal. Community Capital has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results. The product lineup at Community Capital has exhibited exemplary durability when looked at over the past three years. Notably, its three-year risk-adjusted success ratio stands at 100%, meaning that 100% of its products have survived and beaten their respective category median on a risk-adjusted basis.

Community Capital Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.48 Bil

Investment Flows (TTM)

235.60 Mil

Asset Growth Rate (TTM)

7.27%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
1
2
0
Not Rated 0

Exchange-Traded Funds

See All Community Capital ETFs

Market

US ETFs

Total Net Assets

115.71 Mil

Investment Flows (TTM)

13.59 Mil

Asset Growth Rate (TTM)

12.97%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
CCM Affordable Housing MBS ETF

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