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Catholic Rsp Invst Mgns 60/40 Aph Ps Ins CMPSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Catholic Responsible Investments Funds Investment Hub

Morningstar’s Analysis CMPSX

Will CMPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMPSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMPSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Catholic Rsp Invst Mgns 60/40 Aph Ps Ins's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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