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Morningstar

Catholic Rspnsbl Invst Equity Idx Ins CRQSX

Morningstar Medalist Rating
Medalist Rating as of | See Catholic Responsible Investments Funds Investment Hub
  • NAV / 1-Day Return 11.04  /  −0.45 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.090%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3.0 Mil
  • Status Open
  • TTM Yield 1.23%
  • Turnover 17%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CRQSX

Will CRQSX 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 CRQSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Catholic Rspnsbl Invst Equity Idx Ins’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRQSX

More CRQSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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