Catholic Rspnsbl Invstmnts Intl Eq Ins holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Catholic Responsible Investments International Equity Fund Institutional Shares CRLSX
- NAV / 1-Day Return $12.12 / +0.66 %
- Fund Size $2.3B
- Adjusted Expense Ratio 0.800%
- Net Expense Ratio 0.800%
- Fee Level: Distribution Average
- Share Class Type Institutional
- Morningstar Category Foreign Large Blend
- Equity Style Box (Funds) Large Blend
- Minimum Initial Investment $5M
- Investment Status Open
- TTM Yield 1.52%
- Turnover Ratio 46%
Morningstar’s Analysis CRLSX
Will CRLSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 4.58 | 112M | Technology |
Siemens Energy AG Ordinary Shares | 3.23 | 79M | Industrials |
SK Hynix Inc | 3.17 | 77M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.79 | 68M | Technology |
Samsung Electronics Co Ltd | 2.78 | 68M | Technology |
Seagate Technology Holdings PLC | 2.36 | 57M | Technology |
Cash & Cash Equivalents | 1.99 | 48M | Cash and Equivalents |
ASML Holding NV ADR | 1.88 | 46M | Technology |
ASML Holding NV | 1.86 | 45M | Technology |
Sea Ltd ADR | 1.56 | 38M | Consumer Cyclical |