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Catholic Responsible Investments Bond Fund Investor Shares CRBVX

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

Strategy

The investment seeks current income and long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities and other debt instruments. The fund’s assets are allocated across different fixed-income market sectors and maturities. The fund may invest up to 10% of its assets in debt securities that are rated below investment grade (commonly referred to as “high-yield” or “junk bonds”).

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
CRBVX	Catholic Responsible Investments Bond Fund Investor Shares	No Load	Open			Dec 3, 2021	$129.03M	0.500%	Average	$5,000	$16.08M
CRBSX	Catholic Responsible Investments Bond Fund Institutional Shares	Institutional	Open			Dec 3, 2021	$2.41B	0.350%	Low	$5M	$123.91M

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