Morningstar

Catholic Responsible Investments Funds Mutual Funds

View all of Catholic Responsible Investments Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Catholic Responsible Investments Funds Mutual Funds List

1 to 21 of 21 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Catholic Responsible Investments Opportunistic Bond Fund Investor SharesCROVXShort-Term Bond—0.92%320.560%AverageNo Load$5,000
Catholic Responsible Investments Magnus 45/55 Fund Investor SharesCMNVXModerately Conservative Allocation
5.28%270.630%Below AverageNo Load$5,000
Catholic Responsible Investments Magnus 45/55 Fund Institutional SharesCMNSXModerately Conservative Allocation
5.47%240.480%LowInstitutional$15M
Catholic Responsible Investments Opportunistic Bond Fund Institutional SharesCROSXShort-Term Bond—1.14%220.410%AverageInstitutional$5M
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional SharesCMPSXModerate Allocation
7.53%430.550%LowInstitutional$15M
Catholic Responsible Investments Magnus 75/25 Fund Institutional SharesCMUSXModerately Aggressive Allocation
9.50%680.510%LowInstitutional$15M
Catholic Responsible Investments Short Duration Bond Fund Institutional SharesCRDSXShort-Term Bond
0.77%440.350%Below AverageInstitutional$5,000
Catholic Responsible Investments Equity Index Fund Institutional SharesCRQSXLarge Blend
14.03%520.090%LowInstitutional$3M
Catholic Responsible Investments Magnus 75/25 Fund Investor SharesCMUVXModerately Aggressive Allocation
9.40%700.660%AverageNo Load$5,000
Catholic Responsible Investments Bond Fund Institutional SharesCRBSXIntermediate Core-Plus Bond—−2.00%210.350%LowInstitutional$5M
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor SharesCMPVXModerate Allocation
7.35%470.700%AverageNo Load$5,000
Catholic Responsible Investments Magnus 60/40 Beta Plus Investor SharesCMMVXModerate Allocation
7.37%460.560%Below AverageNo Load$5,000
Catholic Responsible Investments International Small-Cap Fund Institutional SharesCRNSXForeign Small/Mid Blend
12.01%371.150%HighInstitutional$1M
Catholic Responsible Investments Magnus 60/40 Beta Plus Institutional SharesCMMSXModerate Allocation
7.55%420.410%LowInstitutional$15M
Catholic Responsible Investments Multi-Style US Equity Fund Institutional SharesCRTSXLarge Blend
13.85%540.670%AverageInstitutional$5M
Catholic Responsible Investments Ultra Short Bond Fund Institutional SharesCRHSXUltrashort Bond
2.66%560.350%AverageInstitutional$5,000
Catholic Responsible Investments Multi-Style US Equity Fund Investor SharesCRTVXLarge Blend
13.80%540.820%AverageNo Load$5,000
Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional SharesCRSSXSmall Blend
14.75%440.840%Below AverageInstitutional$3M
Catholic Responsible Investments International Equity Fund Institutional SharesCRLSXForeign Large Blend
9.18%630.800%AverageInstitutional$5M
Catholic Responsible Investments Bond Fund Investor SharesCRBVXIntermediate Core-Plus Bond—−2.11%270.500%AverageNo Load$5,000
Catholic Responsible Investments International Equity Fund Investor SharesCRLVXForeign Large Blend
9.14%640.950%Above AverageNo Load$5,000

Catholic Responsible Investments Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

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

  • 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.

  • 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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