Catholic Responsible Investments Magnus 60/40 Beta Plus Fund Institutional Shares (CMMSX)

Overview

The company operates a fund of funds, specifically designed to invest in a range of other Catholic Responsible Investments Funds mutual funds across various asset classes and investment styles. This investment strategy is uniquely tailored to comply with Catholic responsible investment criteria, focusing on ethical and moral considerations in its selection of underlying funds. By allocating its assets into a mix of 60% equity securities (including certain other instruments) and 40% fixed-income securities, the fund aims to balance growth with income potential. The equity portion of the portfolio is managed with a preference for passive investment strategies, reflecting a commitment to cost-effective and disciplined investment approaches.

Products and Services

• Catholic Responsible Investments Funds

  This flagship offering involves a diversified portfolio of funds that adhere to Catholic investment principles. By investing in these funds, the company provides its clients access to equity and fixed-income assets that have been screened for ethical and moral compliance, according to Catholic doctrine. These funds are chosen for their potential to deliver competitive returns while promoting responsible stewardship and ethics in business practices.

• Asset Allocation Strategy

  The company employs a strategic asset allocation that emphasizes a 60/40 split between equity securities and fixed-income securities. This balanced approach aims to offer a blend of growth through equity investments and income through fixed-income securities. Equity investments favor a passive management style, minimizing costs and leveraging the benefits of broad market participation. Fixed-income securities add a layer of stability and consistent income, making the portfolio an attractive option for investors seeking both growth and income with a moderate risk profile.