CCM Community Impact Bond Fund Retail Shares
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Fund Information
Fund Type
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Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Community Capital Management
Manager/Tenure
(Years)
(Years)
Elliot Gilfarb (12), Andy Kaufman (9), Miriam Legrand (2), 2 others
Website
Address
261 North University Drive, Suite 520
Lauderdale FL - 33324
Lauderdale FL - 33324
Country
United States
Phone Number
954-217-7999
Investment Strategy
The investment seeks to provide a high level of current income consistent with the preservation of capital through investments that the Advisor believes will have a positive impact. The fund will invest at least 80% of its net assets in bonds, which include debt securities and other debt instruments, that meet the fund’s impact criteria. It will invest primarily in securities issued or guaranteed as to principal and interest by the U.S. government or by its agencies, instrumentalities or sponsored enterprises and a significant amount of its assets will be invested in single-family, multi-family and economic development loan-backed securities.