Mutual Funds Center
CRA Qualified Investment Fund I (CRANX)
General Fund Information
Community Capital Management
2500 Weston Road, Suite 101  
Weston FL 33331
(877) 272-1977
Category:Institutional Funds
Assets: ($ millions)$548.8

Account min.:$500,000
Reinvest. min.:$0
IRA account min.: 
IRA reinvest min.: 
Type:High Quality
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:0.00
Fund Description
The Community Reinvestment Act Qualified Investment Fund seeks a high level of current income consistent with the preservation of capital. The Fund seeks investments that will be deemed to be qualified under the Community Reinvestment Act of 1977. The Fund invests in bonds and other debt securities that support community and economic development activities, such as low-income housing and job creation programs.
Social Issues08/31/18
Shareholder activism:
Community investment:YES
Human rights:-
Products and Services:P
Animal testing:X
Nuclear power:
Alcohol, tobacco & gambling:X/X/X

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 Performance08/31/18
  Fund Return Percentile Rank *
Year to date: -0.59% 53
1 Year: -1.01% 63
Annualized returns:
3 Year: 1.16% 72
5 Year: 2.11% 46
10 Year: 3.15% 55
Since inception: 3.28% 60
Inception date: 03/02/07  
Bear Market: 4.46%  
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 Statistics08/31/18
Alpha 3YR:-0.34
Alpha 5YR:0.07
Beta 3YR:0.75
Beta 5YR:0.78
R. Squared 3YR:90.77
R. Squared 5YR:89.64
Sharpe 3YR:0.20
Sharpe 5YR:0.75
Std. Dev. 3YR:2.20
Std. Dev. 5YR:2.20
Sector Distribution 
No fund sectors available
Community Capital Management

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