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Catholic Rsp Invst Mgns 60/40 Bt Pls Ins CMMSX

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%

Morningstar’s Analysis CMMSX

Will CMMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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