Catholic Responsible Investments Funds currently runs 13 vehicles, with a total of$ 9.70 billion under management and a bench of 78 fund managers. Catholic Responsible Investments Funds's management team is composed of mostly veteran managers, averaging 16 years of industry experience. However, they have had trouble retaining managers, keeping only 95% within the past year.
The firm’s below-average fees on open-end and exchange-traded funds truly evince a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of the firm’s funds falls within the second-lowest quintile of firms. Additionally, Catholic Responsible Investments Funds has not disclosed portfolio holdings and data more often than is required by regulation, which would improve their transparency.
To retain an Average rating, Catholic Responsible Investments Funds needs to maintain a consistent track record of positive investor experience.