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Catholic Rspnsbl Invst Mgns 45/55 Ins CMNSX

Quantitative rating as of
  • NAV / 1-Day Return 9.02  /  0.11 %
  • Total Assets 108.7 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.77%
  • Turnover 9%

Morningstar’s Analysis CMNSX

Will CMNSX outperform in future?

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

Summary

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Catholic Rspnsbl Invst Mgns 45/55 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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