Our Funds

The following video presentations are furnished by CNBC.  This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the viewer as research or investment advice regarding the funds or any stock in particular.  Neither SIDCO nor CCM Advisors, LLC is responsible for the accuracy of the statements made by Andrew Burkly, Brown Brothers Harriman.

 

For the AHA Socially Responsible Equity Fund, weights as of 6/30/08: Chesapeake Energy Corporation (4.7%), Unit Corp. (4.4%), Patterson Energy (4.4%), Marsh & McLennan Cos., Inc. (3.18%), Honda Motor Co. (2.19%),  Rohm & Haas Company (2.17%) and Putnam (0%).  Holdings are subject to change.

 

For each fund with at least a three year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.  The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receives 2 stars and the bottom 10% receive 1 star.  The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Ratings metrics.  The AHA Socially Responsible Equity Fund Institutional Class was rated against 1183 U.S.-domiciled Large Value funds in the last three years. With respect to these Large Value funds, the AHA Socially Responsible Equity Fund received a Morningstar Rating of four stars for the three year period ending 6/30/08. Past performance is no guarantee of future results.


Upon clicking the links to the videos, you are leaving the AHA Investment Funds website.  Neither AHA not SIDCO are responsible for the content or accuracy of such content on these third party sites.

 

   

AHA Diversified Equity Fund
Fund Goals
The AHA Diversified Equity Fund seeks to provide long term capital growth. It seeks superior total return through combining a broadly diversified core equity portfolio with returns achieved through research in large cap equity securities with an allowance of up to 20% in the mid-cap weighted securities.  

Multi-Manager Approach

This fund combines four managers in the core + alpha philosophy of controlling risk while seeking enhanced returns.  A core manager is broadly invested in a diversified portfolio across market sectors.  The three alpha managers are concentrated in sectors based on their research.  This more aggressive approach seeks to earn excess returns (alpha) over the market in general.