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Mutual Funds Center
Access Cap Strat Comm Inv Fd (ACCSX)
General Fund Information
Voyageur Asset Management Inc.
100 South Fifth St. Suite 2300
Minneapolis MN 55402
(800) 973-0073
www.voyageur.net
Category:Fixed Income Funds
Style:Intermediate
Assets: ($ millions)$594.7

Account min.:$1,000,000
Reinvest. min.:$10,000
IRA account min.: 
IRA reinvest min.: 
Type:Gov/Corp HiQual
Expenses:0.63%
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:0.00
Fund Description
The Access Capital Strategies Community Investment Fund invests in geographically specific debt securities located in portions of the United States designated by Fund investors. The Fund invests primarily in debt securities specifically designed to support underlying economic activities such as affordable housing, education, small business lending, and job creating activities.
Social Issues03/31/18
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance03/31/18
  Fund Return Percentile Rank *
Year to date: -1.35% 80
1 Year: 0.01% 55
Annualized returns:
3 Year: 0.72% 24
5 Year: 1.34% 19
10 Year: 3.08% 22
Since inception: 4.11% 53
Inception date: 06/25/98  
Bear Market: 2.75%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics03/31/18
Alpha 3YR:0.25
Alpha 5YR:0.64
Beta 3YR:0.79
Beta 5YR:0.89
R. Squared 3YR:83.44
R. Squared 5YR:79.04
Sharpe 3YR:0.13
Sharpe 5YR:0.50
Std. Dev. 3YR:2.07
Std. Dev. 5YR:2.07
Sector Distribution 
No fund sectors available

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