Money Market Fund

Money Market Fund

The MMF is designed to achieve money market rates of return.  This fund will invest only in short term cash instruments.  The primary objective is to preserve capital through all market cycles.  This Fund is not screened to be in compliance with the Social Principles of The United Methodist Church.  The custodian is Merrill Lynch who will also provide the money market products.

Fixed Income Fund

Fixed Income Fund

For investors who seek a greater portion of their investment return from current income, but exhibit willingness to incur some risk for the potential of modest capital appreciation. The fund’s objective is to earn current income by investing in a broad mix of fixed-income instruments including bonds and loans.  This fund is screened to be in compliance with the social principles of the United Methodist Church.

Global Equity Fund

Global Equity Fund

For investors who seek long-term investment growth through exposure to the broad U.S. public equities market, with some international market exposure, and who are willing to accept the risk of possible fluctuations in the unit price of the fund. This fund is screened to be in compliance with the social principles of the United Methodist Church.

Multiple Asset Fund

Multiple Asset Fund

For investors who seek long-term investment growth and income from exposure to a broadly diversified portfolio of stocks, bonds, real estate, and various other investments. Investors should be willing to experience some fluctuations in the value of the fund, though not as much as a fund comprised exclusively of common stocks.  This fund is screened to be in compliance with the social principles of the United Methodist Church.

World Allocation Fund

Social Values Plus Fund

This Fund is a multiple asset fund designed to attain current income and capital appreciation in a broad mix of investments which are screened to be in compliance with the Social Principles of The United Methodist Church and also excludes companies with fossil fuel reserves used for energy purposes and companies that are the subject of annual conference resolutions concerning peace in the Middle East.

World Allocation Fund

Global Allocation Fund

The GAF is designed to attain current income and capital appreciation by investing in a broad mix of different types of investments with a relatively long time horizon.  Investors should be willing to experience some fluctuations in the value of the fund, though not as much as from holding a fund comprised exclusively of common stocks. This Fund is screened to be in compliance with the Social Principles of The United Methodist Church.