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.
- NAV / 1-Day Return 9.02 / 0.77 %
- Total Assets 409.4 Mil
Adj. Expense Ratio
- 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.