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Catholic Rsp Invst Mgns 60/40 Aph Ps Ins CMPSX

Quantitative rating as of
  • NAV / 1-Day Return 8.92  /  0.56 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.480%
  • 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 1.76%
  • Turnover 3%

Morningstar’s Analysis CMPSX

Will CMPSX 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 Aph Ps Ins’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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