Christian Mutual Funds
Since 1994
Promoting Christian mutual funds for more than 30 years
Christian Financial Advisors was one of the first advisory firms in the United States to promote Christian mutual funds, back in 1994. Other terms you may hear include Morally Responsible or Biblically Responsible.
Bob Barber, our founder, still remembers when Christian mutual funds were a new idea in the investment world, and the confusion between Socially Responsible Investing and Morally Responsible Investing. Today the two approaches are about as different as liberal and conservative values.
Mainstream, with many options
Christian mutual funds are now mainstream, and we offer many choices for investors who want their investments to line up with their conservative values. In the beginning, one of the only choices was the Timothy Plan Small Cap Value Fund. Today the Timothy Plan offers many Christian mutual funds, and several other fund companies provide similar, morally responsible investments.
Each fund family listed claims to be Biblically Responsible, but their screening criteria differ. By listing these funds on our website, we are not endorsing all of them. This page is informational only, about mutual funds that claim to be Biblically Responsible based on their own definitions. Just as the Bible is interpreted in different ways, we have found that Biblically Responsible is also interpreted differently. Some screening processes are much more in depth than others. Some fund companies will not invest in businesses that are publicly perceived to profit from immoral agendas. Others will not invest in companies that profit from immoral agendas even if it is not publicly known. Still others add screens to find out whether a business profits from and contributes to immoral agendas.
Fund families
Christian mutual fund families
The Timothy Plan®
The founding mutual fund family of Biblically Responsible Investing started in 1994 with The Timothy Plan®, which offers several Christian mutual fund options. The term "Morally Responsible Investing" was first coined by The Timothy Plan. We also call it Biblically Responsible Investing, or Investing With Your Values. The Timothy Plan® is the number one Christian mutual fund family we use for Christian businesses' SIMPLE IRA plans.
Learn About The Timothy Plan →All views expressed in the above information were obtained from The Timothy Plan Mutual Funds and may not necessarily reflect the views of Christian Financial Advisors or its affiliates. Investing in a mutual fund may result in a loss of principal. Carefully consider the investment objectives, risks, charges, and expenses before investing. A prospectus is available from the fund or your financial professional that contains this and other more complete, important information. Please read it carefully before investing or sending money. Distributed by Timothy Partners, Ltd. Member FINRA. Timothy Partners is not affiliated with Christian Investment Advisors, Inc. DBA Christian Financial Advisors.
GuideStone Funds
GuideStone Funds began decades ago serving Baptist ministries only. It has since opened the majority of its Christian mutual funds to the general public, and we are glad to offer them to our clients.
GuideStone Funds' prospectus contains important information about the funds, including information on investment policies, risks, and fees. For your own benefit and protection, you should read it before you invest, and keep it on hand for future reference. Please contact your financial advisor for a copy of the prospectus.
Eventide Funds
Eventide Funds may be one of the newer Christian mutual fund families, starting in 2008, but it has grown quickly because of its different style of investing. It is known in both the Christian mutual fund arena and the wider mutual fund industry.
Learn About Eventide Funds →Investors should carefully consider the investment objectives, risks, charges, and expenses of the Eventide Gilead Fund. This and other important information about the fund is contained in the prospectus, which can be obtained at www.eventidefunds.com or by calling 1-877-771-EVEN (3836). The prospectus should be read carefully before investing. The Eventide Gilead Fund is distributed by Northern Lights Distributors, LLC member FINRA. Northern Lights Distributors is not affiliated with Christian Investment Advisors, Inc. DBA Christian Financial Advisors.
Ave Maria Mutual Funds
Ave Maria Mutual Funds was originally designed for the Catholic Church and its members. It has since become mainstream for Christian believers who want to invest according to conservative values, especially those with a strong pro-life stance. We have used many Ave Maria funds in the past in our asset allocation managed accounts.
Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or viewed and downloaded from the Ave Maria Funds website. Distributed by Ultimus Fund Distributors, LLC. Ultimus Fund Distributors is not affiliated with Christian Investment Advisors, Inc. DBA Christian Financial Advisors. Schwartz Investment Counsel, Inc., a registered investment advisor established in 1980, serves as the investment advisor for Ave Maria Mutual Funds. The advisor invests in securities only if they meet the funds' investment and religious requirements, so returns may be lower or higher than if decisions were based solely on investment considerations. Schwartz Investment Counsel, Inc. is not affiliated with Christian Investment Advisors, Inc. DBA Christian Financial Advisors.
Not sure which funds fit your values?
Talk with an advisor about how Christian mutual funds could fit your goals, your convictions, and your plan.
Mutual fund companies listed here are separate entities from Christian Investment Advisors, Inc. DBA Christian Financial Advisors. Investing in mutual funds involves risk, including the potential loss of principal invested. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests. When redeemed, shares may be worth more or less than the original amount invested. Past performance is not a guarantee of future results. For social, moral, and faith-based investments, returns may be lower than if the investor made decisions based solely on other investment considerations, but they could also be higher.