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Catholic Rspnsbl Invst Mgns 75/25 Ins CMUSX

Quantitative rating as of
  • NAV / 1-Day Return 8.84  /  0.68 %
  • Total Assets 239.9 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.69%
  • Turnover 5%

Morningstar’s Analysis CMUSX

Will CMUSX 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 75/25 Ins’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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