CCM Community Impact Bond FundCRATX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$4.0B
Expense ratio
0.77%
1-year return
+1.9%
3 years, a year
+3.9%
5 years, a year
+0.1%
12-month yield
2.79%
Holdings
2,572
What it aims to do.
The Funds investment objective is to provide a high level of current income consistent with the preservation of capital through investments that Community Capital Management, LLC (the Advisor) believes will have a positive impact.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States of America | 2.22% |
| CMCSA Comcast Corporation | 2.08% |
| Prologis, L.P. | 2.02% |
| United States of America | 1.55% |
| TM Toyota Motor Corporation | 1.30% |
| N/A | 1.28% |
| Bank Of America Corporation | 1.24% |
| Prologis, L.P. | 1.17% |
| United States of America | 1.17% |
| AXP American Express Company | 1.11% |
More on CRATX.
- CRATX overview
- CRATX holdings
- CRATX risk
- CRATX costs
- CRATX money in and out
- CRATX share classes
- Compare CRATX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.