Morningstar

Catholic Responsible Investments Magnus 75/25 Fund Institutional Shares CMUSX

Medalist Rating as of Aug 31, 2026 See Catholic Responsible Investments Funds Investment Hub

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 75% of its assets and exposure to fixed-income securities in an amount equal to 25% of its assets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CMUVX	Catholic Responsible Investments Magnus 75/25 Fund Investor Shares	No Load	Open			Dec 3, 2021	$34.52M	0.660%	Average	$5,000	−$14.85M
CMUSX	Catholic Responsible Investments Magnus 75/25 Fund Institutional Shares	Institutional	Open			Dec 3, 2021	$140.57M	0.510%	Low	$15M	−$1.57M

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