CCM Community Impact Bond Fund CRA Shares (CRAIX)

Overview

The fund is characterized by its commitment to investing a substantial part of its assets in small- and mid-capitalization companies based in the United States. It is distinctively oriented towards firms that not only exhibit potential for strong financial performance but also uphold positive impact characteristics or impact attributes. This approach includes a mindful posture towards environmental, social, and governance (ESG) related risks, aiming at contributions towards long-term economic sustainability and generating a positive, sustainable impact. Through an internally developed investment process, the adviser strives to construct a fully integrated portfolio that harmoniously incorporates ESG factors, balancing the dual objectives of strong financial returns and fostering positive economic and sustainability outcomes.

Products and Services

• Investment in Small- and Mid-Capitalization U.S. Companies

  This service targets investment in small- and mid-capitalization U.S. companies, chosen for their potential to deliver robust financial performance while contributing positively to economic and sustainability goals. The emphasis is on entities demonstrating attributes or characteristics that have a beneficial impact, reinforcing the fund's investment philosophy around prosperity and responsible growth.

• Commitment to ESG Integration

  Through a proactive stance towards ESG-related risks, the fund seeks to invest in companies that maintain a neutral or positive posture regarding environmental, social, and governance issues. This is accomplished by an integrated investment process designed to incorporate ESG factors directly into the portfolio, ensuring that investments are not only financially sound but also align with broader sustainability and ethical considerations.

• Internally Developed Investment Process

  The advisor utilizes an internally developed investment process aimed at creating a balanced portfolio that incorporates ESG factors effectively. This process is centered on identifying companies that can offer strong financial returns while also facilitating a positive, long-term economic and sustainable impact, crafting a portfolio that reflects a commitment to both financial and ethical excellence.