Morningstar

Community Capital

Community Capital Parent Rating

Average
Morningstar Manager Research

Community Capital's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its three-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Community Capital has faced above-average manager turnover in the past five years. This is a concern, as long-term stability tends to support positive results.

Community Capital Investments

Mutual Funds

View All Community Capital Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.60 Bil

Investment Flows (TTM)

232.09 Mil

Asset Growth Rate (TTM)

7.24%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
1
2
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
CCM Community Impact Bond Institutional50
CCM Community Impact Bond CRA88
CCM Community Impact Bond Retail84
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Exchange-Traded Funds

View All Community Capital ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

125.02 Mil

Investment Flows (TTM)

8.34 Mil

Asset Growth Rate (TTM)

7.42%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
CCM Affordable Housing MBS ETF—
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Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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