Community Development Fund Funds List | Morningstar

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Community Development Fund Mutual Funds List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day-End) YTD, Day-End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
The Community Development Fund Class A	CDCDX	Government Mortgage-Backed Bond		—	−0.52%	83	1.000%	High	Institutional	$1M

Community Development Fund Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

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Category
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The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.
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Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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