State Impact

The map below is interactive by security type and by county.  Click on a state to view Fund investments in specific regions of the country.  As of December 31, 2016, the CRA Qualified Investment Fund has invested over $6.4 billion in impact initiatives nationwide on behalf of its shareholders, generating results that make a powerful impact:
  • 345,000 affordable rental housing units
  • 14,600 home mortgages for low- and moderate-income borrowers
  • $28 million in affordable healthcare and rehabilitation facilities
  • $245 million in enterprise development and job creation
  • $220 million in economic development (i.e., environmental sustainability, neighborhood revitalizaton, healthy communities)
  • $782 million in statewide homeownership and down payment assistance programs

Investments shown in the State Investment Impact section represent all securities Community Capital Management has purchased on behalf of the Fund since its inception. This is not a representation of the Fund’s current portfolio holdings; some investments may no longer be held by the Fund. The information presented on the State Investment Impact section is designed to demonstrate the impact of the Fund’s investments over time on the community. For information regarding the current holdings, please contact Community Capital Management at 877.272.1977.  Holdings are subject to change. The top 10 Fund holdings as of 12/31/16 are as follows: First AM Gov Oblig. - Z: 2.72%; FN AS6785: 0.89%; FN AS6467: 0.77%; FN AZ0805: 0.72%; FN BC0223: 0.66%; GNR 2016-178 EA: 0.62%; FN AS7816 3.000000% 08/01: 0.60%; FN AS4913: 0.59%; GN AK8205: 0.59%; FN AS5767: 0.58%.