About CRHSX
Catholic Responsible Investments Ultra Short Bond Fund Institutional Class is a mutual fund designed for institutional investors seeking fixed income solutions that align with Catholic values and ethical guidelines. Its primary function is to deliver current income while focusing on preservation of capital through investments in high-quality, ultra short-term debt instruments, including U.S. government, corporate, agency, asset-backed, and mortgage-backed securities. The fund follows a disciplined risk management process, emphasizing sector allocation and security selection to minimize downside risk and maximize income potential, with up to 10% allowable in short-maturity bonds rated below investment grade. By integrating Catholic social and moral principles into its investment strategy, this fund enables institutions to pursue financial returns while adhering to faith-based stewardship. Its distinct role in the financial market is to meet the needs of investors who prioritize both conservative capital management and socially responsible investing, reflecting the growing demand for values-driven asset management within the fixed income sector.
Fund Family Catholic Responsible Investments Funds
Category Ultrashort Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CRHSX
Share Class Institutional Shares
Index Bloomberg 1-3 Month US Treasury Bill
CRHSX had a total return of 3.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.56%.
