About CRSSX
The Catholic Responsible Investments Small-Cap Fund Institutional Shares is a mutual fund focused on delivering exposure to U.S. small-cap equities, while adhering to a set of investment principles rooted in the teachings of the Roman Catholic Church. Its primary purpose is to replicate the performance of the S&P SmallCap 600 Index, offering diversified access to small, publicly traded U.S. companies across a wide range of sectors, including industrials, financials, information technology, and consumer discretionary. Notably, the fund implements Catholic investment screening, actively excluding companies whose business practices are deemed inconsistent with Catholic values. This screening occasionally results in the exclusion of select constituents from the target index, but the fund aims to maintain overall benchmark-like performance through portfolio adjustments. The fund’s strategy blends disciplined quantitative management with active ownership, balancing values-driven exclusions with broad market representation. This approach allows investors seeking competitive returns to align their portfolios with specific ethical and faith-based criteria, playing a distinctive role in the market as a values-oriented alternative within the small-cap equity segment.
Fund Family Catholic Responsible Investments Funds
Category Small Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CRSSX
Share Class Institutional Shares
Index S&P 600 Small Cap TR
CRSSX had a total return of 21.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.38%.
