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 Socially Responsible Equity Fund
Fund Goals

The AHA Socially Responsible Equity Fund seeks to provide long-term capital growth in a portfolio of securities that meet the Fund’s social responsible investing guidelines.  It seeks superior total return through a broadly diversified core equity portfolio.  The portfolio manager performs research predominantly in large cap value style equity securities including a screen for socially responsible issues.  Up to 50% of the Fund may be invested in mid cap equities. The Fund will typically hold 40-60 stocks.

Social Responsibility
Social research is conducted using Institutional Shareholder Services/Investor Responsibility Research Center databases on issue-oriented concerns where good corporate citizen stocks are vetted that demonstrate socially conscious business practices.  These research goals include:
  • Environmental Sustainability
  • Corporate Governance
  • Human Rights 
  • Product Safety
  • Community Relations
  • Employee Relations

Social screens are also employed that relate to faith-based guidelines of the United States Conference of Catholic Bishops for responsible investing.  Companies in the following business lines are screened out:
  • Tobacco
  • Gambling
  • Weaponry
  • Alcohol
  • Abortion
  • Nuclear Power