About CRLVX
Catholic Responsible Investments International Equity Fund Investor Shares is a diversified mutual fund designed to achieve long-term capital appreciation by investing in equity securities of well-established companies located outside the United States. The fund emphasizes socially responsible investing, adhering to the values and teachings of the Catholic faith by excluding companies involved in sectors such as abortion, contraception, embryonic stem cell research, pornography, controversial weapons, and tobacco. Its portfolio spans various industries and regions, following the MSCI All Country World Ex USA Index as a benchmark to ensure a broad international reach. Managed by Christian Brothers Investment Services in collaboration with multiple sub-advisers, the fund strategically allocates assets across growth and value stocks of large, mid, and small-cap companies believed to have above-average appreciation potential. With an expense ratio around 0.95% and broad exposure to global markets, the fund seeks to balance financial performance with ethical considerations, appealing to investors who prioritize faith-based investment standards in their international equity exposure.
Fund Family Catholic Responsible Investments Funds
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CRLVX
Share Class Investor Shares
CRLVX had a total return of 20.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.74%.
