About CRATX
CCM Community Impact Bond Fund Retail Shares is an intermediate core bond mutual fund designed to deliver both financial return and measurable social and environmental benefits. Its primary objective is to provide a high level of current income while preserving capital, achieved by investing at least 80% of assets in a diversified portfolio of investment-grade bonds, including securities issued or guaranteed by the U.S. government, its agencies, and a significant allocation to single-family, multi-family, and economic development loan-backed securities. The fund emphasizes bonds that support community development—such as affordable housing, health care, education, and environmental sustainability—often targeting initiatives that align with the Community Reinvestment Act of 1977. Notably, shareholders can benefit from reporting that illustrates the positive impacts of their investments. With a low overall risk rating and a focus on impact themes ranging from disaster recovery to rural community development, this fund plays a distinctive role for investors seeking portfolio diversification alongside demonstrable positive societal outcomes.
Fund Family Community Capital Management
Category Intermediate Core Bond
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CRATX
Share Class Retail Shares
Index Bloomberg Intermediate U.S. Aggregate TR
CRATX had a total return of 7.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.28%.
