About CRDSX
Catholic Responsible Investments Short Duration Bond Fund Institutional Class is an actively managed mutual fund focused on generating current income while preserving capital through a diversified portfolio of short‑term fixed income securities. The strategy invests primarily in U.S. government, agency, corporate, asset‑backed, and mortgage‑backed bonds with short maturities, and may allocate up to a limited portion to short‑maturity below‑investment‑grade issues to enhance income within a controlled risk framework. The fund incorporates Catholic responsible investing guidelines, seeking to align security selection with faith‑based values alongside financial objectives. Portfolio construction emphasizes sector allocation, bottom‑up security selection, and top‑down macro risk management to limit interest‑rate and credit volatility typical of the short duration segment. Sub‑advisory management includes established institutional managers, supporting disciplined process and execution. Launched in 1991, the fund serves as a core short‑duration holding for investors seeking stability of principal, liquidity, and modest income, and it is commonly compared against the Bloomberg U.S. Treasury 1–3 Year Index as a yardstick for conservative fixed income exposure.
Fund Family Catholic Responsible Investments Funds
Category Short-Term Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CRDSX
Share Class Institutional Shares
Index Bloomberg U.S. Treasury 1-3 Y TR
CRDSX had a total return of 1.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.85%.
