Morningstar

Catholic Responsible Investments International Equity Fund Investor Shares CRLVX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $11.63  /  −1.94 %
  • Fund Size $2.2B
  • 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 1.44%
  • 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 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

4.66 109M
Technology

Samsung Electronics Co Ltd

3.05 71M
Technology

Siemens Energy AG Ordinary Shares

2.85 67M
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.62 61M
Technology

SK hynix Inc

2.37 55M
Technology

Seagate Technology Holdings PLC

2.26 53M
Technology

Sea Ltd ADR

2.20 51M
Consumer Cyclical

Cash & Cash Equivalents

2.16 51M
Cash and Equivalents

Kering SA

1.92 45M
Consumer Cyclical

Spotify Technology SA

1.82 43M
Communication Services

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