About CMUSX
Catholic Responsible Investments Magnus 75/25 Fund Institutional Shares is a diversified mutual fund designed as a "fund of funds," primarily targeting both current income and long-term capital appreciation. The fund allocates approximately 75% of its assets to equity strategies and 25% to fixed income, providing a balanced approach suitable for institutional investors seeking growth with a moderate level of risk. Notably, all underlying investments adhere strictly to Catholic Responsible Investing (CRI) principles, which incorporate the teachings and values of the Roman Catholic Church by applying ethical screens and active stewardship practices. This ensures that the portfolio only includes companies and sectors in alignment with Catholic values, excluding those inconsistent with Church teachings. The fund achieves broad exposure through a mix of domestic and international equities, multi-style equity strategies, and various bond funds, offering diversification across asset classes, geographies, and investment styles. With a substantial minimum investment, the fund is tailored for larger institutions prioritizing both financial objectives and faith-based social responsibility in their investment process. The fund’s disciplined asset allocation and use of CRI screening positions it as a significant option for values-driven investors in the broader mutual fund market.
Fund Family Catholic Responsible Investments Funds
Category Allocation--70% to 85% Equity
Stock Exchange NASDAQ
Ticker Symbol CMUSX
Share Class Institutional Shares
Index Index is not available on Lipper Database
CMUSX had a total return of 9.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.13%.
