Morningstar

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Shares CRSSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $11.46  /  +0.53 %
  • Fund Size $516.0M
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.280%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $3M
  • Investment Status Open
  • TTM Yield 1.19%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis CRSSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CRI Small-Mid Cap Equity Institutional 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 CRSSX

More CRSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eastman Chemical Co

0.57 3M
Basic Materials

Viavi Solutions Inc

0.51 3M
Technology

Element Solutions Inc

0.50 3M
Basic Materials

Primoris Services Corp

0.50 3M
Industrials

Jackson Financial Inc

0.50 3M
Financial Services

Argan Inc

0.50 3M
Industrials

SM Energy Co

0.49 3M
Energy

FormFactor Inc

0.49 3M
Technology

LKQ Corp

0.49 3M
Consumer Cyclical

Celanese Corp Class A

0.49 3M
Basic Materials

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