Catholic Responsible Investments Magnus 60/40 Beta Plus Fund Investor Class (CMMVX)

Overview

The fund operates as a "fund of funds," focusing on investments within other Catholic Responsible Investments Funds mutual funds, encompassing a broad range of asset classes and investment styles. This approach allows the fund to diversify its investment portfolio effectively, mitigating risks and leveraging opportunities across various markets. It maintains a strategic asset allocation, dedicating 60% of its assets to equity securities (along with select instruments) and balancing the remaining 40% in fixed-income securities. A notable feature of the fund is its inclination towards "passive" management strategies for its equity investments, aiming for consistent growth and risk management in alignment with its ethical investment mandate.

Products and Services

• Catholic Responsible Investments Funds Mutual Funds
  

  This product line represents the crux of the fund's investment strategy, involving strategic investments in mutual funds that adhere to Catholic ethical investment principles. These funds cover a spectrum of asset classes and investment styles, offering investors exposure to a broad market range while aligning with their moral and ethical values.

• Equity Securities Investment
  

  With a primary focus on equity securities, the fund allocates approximately 60% of its portfolio to this asset class, along with certain other instruments that may include ETFs or indices. The strategy emphasizes "passive" management, striving for long-term capital growth by tracking specific market indices or sectors, rather than actively picking stocks. This method is intended to provide stable, risk-adjusted returns over time.

• Fixed-Income Securities Investment
  

  The remaining 40% of the fund's assets are allocated to fixed-income securities, encompassing bonds and other debt instruments. This segment of the portfolio aims to offer investors a steady income stream while preserving capital and mitigating risks associated with equity investments. The fixed-income securities selected adhere to the fund's Catholic responsible investment criteria, ensuring that investments are made in bonds and other instruments that reflect ethical financial practices.