Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Shares CMPSX
Strategy
The investment seeks to achieve current income and long-term capital appreciation. The fund is a “fund of funds,” meaning that it invests in other Catholic Responsible Investments Funds mutual funds (the “underlying funds”) that represent a variety of asset classes and investment styles. The fund’s asset allocation strategy emphasizes investments in equity securities (and certain other instruments) in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets, with a bias towards “active” management in the equity portion of the portfolio.
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Investment Status
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Morningstar Rating for Funds
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CMPVX
| Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor Shares | No Load | Open | $409.90M | 0.700% | Average | $5,000 | −$35.39M | |||
CMPSX
| Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Shares | Institutional | Open | $1.21B | 0.550% | Low | $15M | $21.07M |