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Morningstar

Catholic Rspnsbl Invstmnts Intl Eq Ins CRLSX

Morningstar Medalist Rating
Medalist Rating as of | See Catholic Responsible Investments Funds Investment Hub
  • NAV / 1-Day Return 9.59  /  −0.83 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.59%
  • Turnover 47%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CRLSX

Will CRLSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRLSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRLSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CRLSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Catholic Rspnsbl Invstmnts Intl Eq Ins earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CRLSX

More CRLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ferrari NV

2.34 32.9 Mil
Consumer Cyclical

Icon PLC

2.18 30.7 Mil
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

1.87 26.3 Mil
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.78 25.0 Mil
Technology

ASM International NV

1.58 22.2 Mil
Technology

Canadian Pacific Kansas City Ltd

1.54 21.7 Mil
Industrials

L'Oreal SA

1.46 20.6 Mil
Consumer Defensive

Schneider Electric SE

1.42 20.0 Mil
Industrials

Tencent Holdings Ltd

1.38 19.4 Mil
Communication Services

Compass Group PLC

1.37 19.3 Mil
Consumer Cyclical