Investments
Impact Fund
Asset Allocation
March 31, 2024
Fund Assets
$23,727,419
Strategic Allocation
100% Equity
Minimum Investment
$10,000
Estimated Annual Fee
0.68% - 1.15%**
** All fund expenses are deducted from the fund’s net asset value.
The Impact Fund was established in 2016 as a proactive approach to socially responsible investing. Investments consist of stock (equity) in companies that have positive business practices in all or one of these categories: Environmental, Social, or Governance.
The investment strategy is a hybrid that relies on a base investment of index funds (with social responsibility filtering) that is then layered with complimentary active management.
Fund Performance
Returns are net of fees and may vary depending on individual account timing of deposits and withdrawals.
The Impact Fund is not insured by the FDIC and may lose value.