CRATX – CCM Community Impact Bond Retail Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of current income consistent with the preservation of capital through investments that the Advisor believes will have a positive impact. The fund will invest at least 80% of its net assets in bonds, which include debt securities and other debt instruments, that meet the fund’s impact criteria. It will invest primarily in securities issued or guaranteed as to principal and interest by the U.S. government or by its agencies, instrumentalities or sponsored enterprises and a significant amount of its assets will be invested in single-family, multi-family and economic development loan-backed securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CRATX	CCM Community Impact Bond Fund Retail Shares	No Load	Open			Mar 2, 2007	$30.56M	0.770%	High	$2,500	−$1.76M
CRAIX	CCM Community Impact Bond Fund CRA Shares	Institutional	Open			Aug 30, 1999	$1.15B	0.870%	High	$500,000	−$24.83M
CRANX	CCM Community Impact Bond Fund Institutional Shares	Institutional	Open			Mar 2, 2007	$2.69B	0.420%	Below Average	$100,000	$184.39M

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