FORM OF AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 7th, 2002 • Capstone Social Ethics & Religious Values Fund • Maryland
Contract Type FiledAugust 7th, 2002 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made as of this 9th day of August, 2002, by and between Capstone Social Ethics and Religious Values Fund, a Massachusetts business trust (the "Trust"), with its principal place of business at 5847 San Felipe, Suite 4100, Houston, Texas 77057, on behalf of its series, Bond Fund (the "Acquiring Fund"), and Capstone Christian Values Fund, Inc., a Maryland corporation (the "Company"), with its principal place of business at 5847 San Felipe, Suite 4100, Houston, Texas 77057, on behalf of its series, Christian Stewardship Bond Index Fund (the "Acquired Fund").
FORM OF AGREEMENT AND PLAN OF REORGANIZATIONAgreement and Plan of Reorganization • August 7th, 2002 • Capstone Social Ethics & Religious Values Fund • Maryland
Contract Type FiledAugust 7th, 2002 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made as of this 9th day of August, 2002, by and between Capstone Social Ethics and Religious Values Fund, a Massachusetts business trust (the "Trust"), with its principal place of business at 5847 San Felipe, Suite 4100, Houston, Texas 77057, on behalf of its series, Large Cap Equity Fund (the "Acquiring Fund"), and Capstone Christian Values Fund, Inc., a Maryland corporation (the "Company"), with its principal place of business at 5847 San Felipe, Suite 4100, Houston, Texas 77057, on behalf of its series, Christian Stewardship Large Cap Equity Index Fund (the "Acquired Fund").