Morningstar

Catholic Responsible Investments International Equity Fund Investor Shares CRLVX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $12.13  /  +0.75 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 1.38%
  • Turnover Ratio 46%
NAV and 1-Day Return as of

Morningstar’s Analysis CRLVX

Will CRLVX outperform in the 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 CRLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRLVX 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 CRLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catholic Rspnsbl Invstmnts Intl Eq Inv 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CRLVX

More CRLVX Holdings
  • 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

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