About CROSX
Catholic Responsible Investments Opportunistic Bond Fund is a fixed-income mutual fund that seeks current income while providing relatively low correlation to equity assets. The fund employs a top-down macroeconomic analysis combined with fundamental research to identify valuation inefficiencies across bond sectors and individual securities. It manages portfolio duration within 2.5 years of its benchmark to pursue above-benchmark returns over full market cycles. The fund's portfolio consists primarily of investment-grade bonds with maturities between one and five years, including government securities, corporate bonds, asset-backed securities, and mortgage-backed obligations. The fund holds approximately 348 securities with a significant allocation to AAA-rated bonds, complemented by positions in AA, A, and BBB-rated instruments. Its diversified holdings span multiple fixed-income sectors including government credit, commercial mortgage-backed securities, asset-backed securitizations, and municipal bonds. With an inception date in 2013, the fund is managed by Christian Brothers Investment Services and serves investors seeking steady income generation with moderate interest rate risk exposure through its shorter maturity focus.
Fund Family Catholic Responsible Investments Funds
Category Short-Term Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CROSX
Share Class Institutional Shares
Index Bloomberg 1-5 Y Govt/Credit Float Adj TR
CROSX had a total return of 1.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.65%.
