Morningstar

Catholic Responsible Investments Ultra Short Bond Fund Institutional Shares CRHSX

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

Strategy

The investment seeks to provide current income consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investment grade U.S. dollar-denominated debt instruments. The adviser relies upon an investment sub-adviser to manage the fund’s portfolio under the general supervision of the adviser. The fund’s sub-adviser seeks attractively-valued securities that offer competitive yields and that are issued by issuers that are on a sound financial footing.

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
CRHSX	Catholic Responsible Investments Ultra Short Bond Fund Institutional Shares	Institutional	Open			Dec 3, 2021	$252.05M	0.350%	Average	$5,000	$157.46M

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