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Morningstar

Catholic Rsp Invst Mgns 60/40 Bt Pls Ins CMMSX

Morningstar Analyst Rating
Quantitative rating as of | See Catholic Responsible Investments Funds Investment Hub
  • NAV / 1-Day Return 9.02  /  0.77 %
  • Total Assets 409.4 Mil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.84%
  • Turnover 5%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CMMSX

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

People Pillar

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

Summary

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Catholic Rsp Invst Mgns 60/40 Bt Pls Ins’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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