Community Capital Management, Inc. (CCM) is the registered investment adviser to the CRA Qualified Investment Fund (the “Fund”) which offers investors three share classes:
CRA Shares (CRAIX) for banks/thrifts. The flagship CRA Share Class (CRAIX) was launched in August of 1999 as a vehicle to help banks meet the requirements of the CRA. The CRA, created in 1977, mandates that banks make capital available to the low- and moderate-income communities in which they serve.
Institutional Shares (CRANX) for institutional investors and clients of consultants, wealth managers and family offices interested in fixed income impact investments. The institutional share class (CRANx) was launched in 2007 due to increased demand from non-financial institutions looking for a market-rate fixed income impact investing strategy.
Retail Shares (CRATX) for individual investors and clients of financial advisors. The retail share class (CRATX) was launched in March of 2007 due to increased demand from individual investors looking to include a market-rate fixed income impact investing stratey in their portfolio.
Investing in Rural Community Development
Meeting Qualitative Performance Criteria for CRA Investing
2014 CCM Annual Impact Report
Green Bond Investment Opportunities
The CRA Qualified Investment Fund is distributed by SEI Investments Distribution Co. (SIDCo), 1 Freedom Valley Dr., Oaks, PA 19456. SIDCo is not affiliated with Community Capital Management. Investing involves risk, including possible loss of principal. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. The Fund is non-diversified.
Carefully consider the Fund's investment objectives, risks, 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 it carefully before investing.
Holdings are subject to change. The top 10 Fund holdings as of 12/31/14 are as follows: Dreyfus Treas: 2.63%; GN AC6885: 1.13%; FN AS2826: 0.94%; GNR 2012-111AB: 0.90%; FN 890230: 0.85%; TX Affordable Housing (2.7%): 0.76%; G2 783417: 0.70%; FN 890226: 0.70%; FN AW0985: 0.66%; and GNR 2014-164AN: 0.65%.
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