Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional (CMPSX)
NASDAQ NASDAQ Primary Summary
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional (CMPSX) FAQ
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional ever had a stock split?
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Institutional Profile
| NASDAQ Exchange | United States Country |
Overview
The fund operates as a “fund of funds,” specifically focusing on investing in other mutual funds under the Catholic Responsible Investments Funds umbrella. This unique structure allows it to diversify across various asset classes and investment styles, adhering to principles aligned with Catholic values. The fund strategically allocates its assets, with a predominant focus on equity securities and certain other instruments making up 60% of its portfolio. The remaining 40% is dedicated to fixed-income securities. Notably, the fund favors an “active” management approach, particularly within its equity investments, to foster an aligned and responsive investment strategy that mirrors its ethical and financial objectives.
Products and Services
The fund's investment offerings are designed to cater to investors seeking ethical investment options that align with Catholic values, alongside the aim of achieving competitive financial returns. The products and services include:
- Equity Securities Investments: This category forms the core of the fund's investment strategy, comprising 60% of its portfolio. The focus is on stocks or equity instruments across various sectors and geographies, managed through an active approach to accommodate shifting market dynamics and uphold ethical investment principles.
- Fixed-Income Securities Investments: Occupying 40% of the fund's assets, this segment includes investments in bonds and other debt instruments. These offerings cater to investors looking for more stable and predictable return profiles, while still reflecting the fund's commitment to responsible investing practices.
- Fund of Funds Investment Model: The cornerstone of the fund's strategy involves investing in a selection of underlying Catholic Responsible Investments Funds mutual funds. This diversified approach spans multiple asset classes and investment styles, providing investors with a comprehensive, balanced portfolio managed in accordance with Catholic ethical directives.
Contact Information
