Morningstar

Catholic Responsible Investments Multi-Style US Equity Fund Institutional Shares CRTSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $13.26  /  −1.85 %
  • Fund Size $732.8M
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.26%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

Morningstar’s Analysis CRTSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Catholic Rsp Invst Mlt-Styl US Eq Ins holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CRTSX

More CRTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.48 62M
Technology

Microsoft Corp

6.55 48M
Technology

Apple Inc

5.20 38M
Technology

Amazon.com Inc

4.16 30M
Consumer Cyclical

Meta Platforms Inc Class A

3.36 24M
Communication Services

Alphabet Inc Class A

3.16 23M
Communication Services

Broadcom Inc

3.01 22M
Technology

Cash & Cash Equivalents

1.74 13M
Cash and Equivalents

Amphenol Corp Class A

1.62 12M
Technology

Alphabet Inc Class C

1.60 12M
Communication Services

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