Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor (CMPVX)
NASDAQ NASDAQ Primary Summary
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor (CMPVX) 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 Investor ever had a stock split?
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor Profile
| NASDAQ Exchange | United States Country |
Overview
The fund operates as a “fund of funds,” primarily investing in a selection of Catholic Responsible Investments Funds mutual funds, which span various asset classes and investment styles. It is designed with an asset allocation strategy that seeks to balance growth with risk management, allocating assets across both equity securities and fixed-income securities. The equity investments account for 60% of the fund's assets, favoring an active management approach, while the remaining 40% is allocated to fixed-income securities, aiming to offer investors a diversified and ethically aligned investment option.
Products and Services
- Catholic Responsible Investments Funds Mutual Funds
These are the primary investment vehicles through which the fund operates. By investing in a range of mutual funds that adhere to Catholic Responsible Investment principles, the fund offers exposure to a diversified portfolio of assets. These underlying funds cover various asset classes and investment styles, allowing for a comprehensive and ethically focused investment approach.
- Equity Securities Investments
The fund allocates a significant portion of its assets, specifically 60%, to equity securities. This segment emphasizes "active" management techniques, aiming to achieve above-average returns by actively selecting stocks that not only promise growth but also align with Catholic Responsible Investment criteria. This approach seeks to balance potential returns with moral and ethical considerations.
- Fixed-Income Securities Exposure
Accounting for 40% of the fund's assets, the fixed-income securities component aims to provide stability and income, complementing the growth potential of the equity investments. These investments include a variety of debt instruments, which are selected based on their ability to contribute to the fund’s income while adhering to ethical investment standards. Through this allocation, the fund strives to offer a balanced approach, mitigating risk while targeting steady returns.
