About CRTVX
Catholic Responsible Investments Multi-Style US Equity Fund is an open-end mutual fund aimed at achieving long-term capital appreciation by investing primarily in U.S. equities. Managed by Christian Brothers Investment Services, with sub-advisory support from Dodge & Cox, Mar Vista Investment Partners, and Wellington Management, the fund takes a diversified approach across market capitalizations, focusing on both growth and value stocks. What distinctly sets this fund apart is its commitment to Catholic Responsible Investing, integrating Roman Catholic values into its investment strategy by screening out companies involved in practices such as abortion, contraception, embryonic stem cell research, pornography, weapons, and tobacco. The fund applies a bottom-up stock selection process, underpinned by fundamental analysis, and benchmarks its performance against the Russell 1000 Index. Serving investors who seek alignment with Catholic teachings without sacrificing broad sector exposure or disciplined asset management, the fund plays a unique role in the market by combining faith-based criteria with rigorous financial standards.
Fund Family Catholic Responsible Investments Funds
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CRTVX
Share Class Investor Shares
CRTVX had a total return of 14.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.20%.
