Advertisement
Skip to Content
Morningstar

Catholic Rspnsbl Invst Sht Dtn Bd Ins CRDSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.56  /  0.00
  • Total Assets 450.0 Mil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Short Government
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.89%
  • Effective Duration —

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CRDSX

Will CRDSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRDSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CRDSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CRDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Catholic Rspnsbl Invst Sht Dtn Bd Ins’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor