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Future Returns: Investing in Bonds for Impact
Penta | Barron’s, July 2019
What is a Dividend Capture Investing Strategy?
U.S. News, May 2019
More Funds Are Formally Considering ESG in Their Investment Processes
Morningstar, April 2019
Three new members join Penn State Smeal Sustainability Advisory Board
Penn State News, April 2019
Kresge Foundation commits 22 million to backstop opportunity zone funds
Pensions & Investments, March 2019
New Opportunity Zone funds seek to ensure investments help distressed areas
Real Deal, March 2019
Investors Eagerly Await Trump Rules on Opportunity Zones
The New York Times, March 2019
Looking at wealth management through a “gender lens”
Marketplace®, January, 2019
Funds that help women find widespread support
Financial Times, December, 2018
Investing for Profits and Social Benefits
Barron’s, November, 2018
Gender Lens Investing Opportunities in Fixed Income – A new report from Community Capital Management
GreenMoney Journal, November, 2018
How to Build a Sustainable Bond Portfolio
Bloomberg, August, 2018
As ESG Investments Boom, Asset Managers Seek out Fixed-Income Options
Investment News, August, 2018
Interview with David Sand on SDG #4 Quality Education
The Sustainable Finance Podcast with Paul Ellis
Impact Investing with David Sand, CCM
Strategic Investor Radio, May, 2018
Women Leaders in Sustainable Finance
Financial Advisor, February, 2018
Community Capital Management appoints chief investment strategist, head of distribution
Pensions & Investments, January, 2018
Community Impact Investing
Green Money Journal, January, 2018
Four Suns: ‘Impact Rating’ Issued for a publicly traded
ImpactAlpha, October 12, 2017
Partnership Paves Way for Foundations to Make ‘Impact Investments’
MiBiz, October 1, 2017
New Deal Will Make Impact Investing Easier for Michigan Foundations
CRAIN’s, September 15, 2017
How to Make an Impact With Your Investments as You Age
TheStreet, July 27, 2017
How to Invest in Sustainable Energy in the Trump Era
U.S. News, June 27, 2017
What the May Housing Start Slump Means for the Summer Market
The Street, June 21, 2017
Ask The Thought Leaders: What’s the Future of Impact Investing?
Future of everything, May 22, 2017
How To Invest Your Money Responsibly, Sustainably, Or For Impact (They’re Not The Same)
Fast Company, May 17, 2017
Press Release, NFMA: disclose ‘debt obligations’ without regard to materiality
The Bond Buyer, May 15, 2017
SELF Secures First Private Florida Based Investment
Press Release, May 4, 2017
Dear Financial Services CEO: Where are the women?
Green Money Journal, April 2017
Fannie Mae, BBVA Deals Fuel Green Loan Issuance
Bloomberg Sustainable Finance Brief, February 23, 2017
Julie Egan Takes Helm as New NFMA Chair for 2017
The Bond Buyer, February 7, 2017
Financial Advisor, January 3, 2017
Pioneers in Impact Investing
Financial Advisor Magazine, August 3, 2016
Orlando Shooting Puts Focus on SRI Funds
Wealth Management, June 13, 2016
Nontraditional Housing, Sustainable Agriculture New Investment Opportunities: Q&A with David Sand
Bloomberg Sustainable Finance Brief, April 21, 2016
Socially Responsible Investing is Coming of Age
Investment News, March 6, 2016
The Quarterly Review: The Economy
Sonoma County Gazette, December 1, 2015
Impact Investing Done Right
Barron’s, November 30, 2015
Administration Announces New Initiative to Increase Solar Access for All Americans
The White House, July 7, 2015
‘Green Bond’ Sales Struggle
Wall Street Journal, June 24, 2015
One-and-done: Does the Fed follow college basketball?
InvestmentNews, March 24, 2015
Community Capital Management Outlines Plans for $100 Million in Rural Development Bonds
Socialfunds.com, March 23, 2015
The challenges and opportunities of impact investing
InvestmentNews, March 1, 2015
Performance quoted is past performance and is not a guarantee of future results. Current performance may be lower or higher than performance data quoted. An investor’s investment return and principal value will fluctuate, so that your shares when redeemed may be worth more or less than your initial cost. For standard and month-end performance for each share class of the CRA Qualified Investment Fund, click on their respective links: CRAIX, CRANX or CRATX. Click here for standard and month-end performance for the CCM Alternative Income Fund.
The VIX us a trademarked ticker symbol for the Chicago Board Options Exchange Market Volatility Index, a popular measure of the implied volatility of S&P 500 index options. It is often referred to as the fear index or fear gauge as it represents one measure of the market’s expectation of stock market volatility over the next 30-day period. The Dow Jones Utility Average (DJUA) is a price-weighted average of 15 utility stocks traded in the United States. The DJUA began in 1929.
The S&P 500 is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ. The S&P 500 Dividend Aristocrats Index measures the performance of S&P 500 companies that have increased dividends every year for the last 25 consecutive years. The index treats each constituent as a distinct investment opportunity without regard to its size by equally weighting each company. The S&P High Yield Dividend Aristocrats Index is comprised of the 50 highest dividend yielding constituents of the stocks of the S&P Composite 1500 Index that have increased dividends every year for at least 25 consecutive years. These stocks have both capital growth and dividend income characteristics, as opposed to stocks that are pure yield, or pure capital oriented.
Index returns are for illustrative purposes only and do not represent actual fund performance. Index performance returns do not reflect any management fees, transaction costs or expenses. Indices are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.
The price-earnings ratio (P/E Ratio) is the ratio for valuing a company that measures its current share price relative to its per-share earnings.
Community Capital Management is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The CRA Qualified Investment Fund and CCM Alternative Income Fund are 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. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. The CCM Alternative Income Fund uses investment techniques that are different from the risks ordinarily associated with equity investments. Such techniques and strategies include hedging risks, merger arbitrage risks, derivative risks, short sale risks, leverage risks, commodities risk, and foreign investment risks, which may increase volatility and may increase costs and lower performance. Commodities can be highly volatile and the use of leverage may accelerate the velocity of potential losses.
Carefully consider the Funds’ investment objectives, risks, charges, and expenses. This and other information can be found in the Funds’ prospectuses which can be obtained by calling 866-202-3573. Please read them carefully before investing. The expense ratio of the CRA Fund Institutional Shares (CRANX) is 0.46% and the expense ratio of the CRA Fund Retail Shares (CRATX) is 0.81% as of 06/30/19. Expenses for other share classes will vary.
There is no guarantee that any securities referenced will have the desired impact discussed. A company may reduce or eliminate its dividend, causing losses to investors. Holdings are subject to change. The top 10 CRA Qualified Investment Fund holdings as of 06/30/19 are as follows: FN MA3574 3.5% 01/01/49: 0.96%, FN MA3597 3.5% 02/01/49: 0.93%, OPTN 2018-A A 3.61%: 0.91%, BAC 3.499 05/17/22: 0.79%, USDA RYZE: 0.75%, FN AN4978 3.39% 03/01/33: 0.66%, OPTN 2017-A A 3.23%: 0.49%, OPTN 2018-B A 3.91%: 0.49%, FN AS8650 3% 01/01/47: 0.48%, GNR 2018-25 AB: 0.46%
The top ten long holdings for the CCM Alternative Income Fund as of 06/30/19 are as follows: MET 9 1/4 04/08/38: 3.79%, FHA 023-98146 ST. FRANCIS: 3.48%, AGNC 6 7/8 PERP: 3.40%, INTNED 6 PERP: 3.10%, JPM 7.9 PERP: 2.88%, FITB 4.9 PERP: 2.66%, AIRCASTLE LTD: 2.53%, INDEPENDENCE REA: 2.50%, SIX FLAGS ENTERT: 2.46%, STARWOOD PROPERT: 2.46%
This website provides links to third party websites. Community Capital Management is not responsible for the content or condition of third party websites. Community Capital Management does not endorse the views, products, or services of third party websites. Information on funds other than the CRA Qualified Investment Fund or the CCM Alternative Income Fund is provided strictly for illustrative purposes and should not be deemed an offer to sell or a solicitation of an offer to buy shares of any funds other than the CRA Qualified Investment Fund or the CCM Alternative Income Fund.