About CRLSX
The Catholic Responsible Investments International Equity Fund Institutional Shares is an open-end mutual fund that focuses on providing long-term capital appreciation through investments in a broadly diversified portfolio of equity securities from well-established companies outside the United States. Managed by Christian Brothers Investment Services, alongside co-managers such as Causeway Capital Management and WCM Investment Management, the fund is benchmarked to the MSCI All Country World ex-U.S. Index. Its distinctive approach integrates Catholic values into the investment process, rigorously screening out companies involved in sectors inconsistent with Catholic teachings, including abortion, contraception, pornography, certain weapons, and tobacco. This results in a portfolio that strives to align financial objectives with faith-based responsibility. Diversified across regions and industries, the fund employs both fundamental and quantitative analyses with a bottom-up stock selection process. With hundreds of holdings and a focus on both growth and value stocks, it serves as a specialized option for institutions and investors seeking international equity exposure guided by ethical and religious principles.
Fund Family Catholic Responsible Investments Funds
Category Foreign Large Blend
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CRLSX
Share Class Institutional Shares
Index MSCI AC World ex USA NR USD
CRLSX had a total return of 25.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.20%.
