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.
- NAV / 1-Day Return 8.92 / 0.56 %
- Total Assets 1.1 Bil
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Adj. Expense Ratio
- 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?
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