Morningstar

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

Medalist Rating as of Aug 31, 2026 See Catholic Responsible Investments Funds Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a combination of equity securities issued by small- and mid-capitalization companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CRSSX	Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Shares	Institutional	Open			Dec 3, 2021	$516.04M	0.840%	Below Average	$3M	−$125.23M

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