Catholic Responsible Investments Magnus 45/55 Fund Investor Shares (CMNVX)

Overview

The fund operates as a "fund of funds," investing its resources across a diversified portfolio of Catholic Responsible Investments Funds mutual funds, which span various asset classes and investment styles. By employing a strategic asset allocation approach, the fund chiefly aims at striking a balance between equity securities (including certain other instruments) and fixed-income securities, with a general portfolio composition of 45% towards the former and 55% towards the latter. This method allows the fund to navigate through different market conditions while adhering to Catholic Responsible Investment principles.

Products and Services

The fund offers a comprehensive suite of investment opportunities that cater to various investor needs through its products and services, centered around responsible investing within the context of Catholic values. Each product or service provided is designed to fulfill specific financial goals while adhering to ethical standards.

• Catholic Responsible Investments Funds - The primary vehicle through which the fund operates, encompassing a selection of mutual funds. Each of these funds is selected based on its alignment with Catholic investment principles, offering investors a morally responsible choice without compromising on financial returns. By allocating assets across these funds, the fund seeks to diversify its investment portfolio across different asset classes and investment styles.
• Equity Securities Investments - Within its asset allocation, the fund dedicates approximately 45% of its assets towards investments in equity securities and certain other related instruments. These investments are chosen not only for their potential for financial growth but also for their adherence to Catholic Responsible Investment criteria, ensuring they reflect values such as social justice, environmental stewardship, and corporate ethics.
• Fixed-Income Securities Investments - The fund allocates about 55% of its assets towards fixed-income securities, providing a steadier and more predictable income stream compared to its equity investments. These fixed-income securities are selected based on their ability to meet strict ethical standards in line with Catholic values, alongside their financial viability, thus offering a balanced approach to income and growth with moral responsibility.