Catholic Responsible Investments Magnus 75/25 Fund Institutional Shares (CMUSX)

Overview

The fund described operates as a "fund of funds," investing in a variety of Catholic Responsible Investments Funds mutual funds, which in turn represent a broad spectrum of asset classes and investment styles. The primary investment strategy of the fund is to allocate its assets predominantly towards equity securities (along with certain other instruments), which constitutes about 75% of its portfolio. The remaining 25% is allocated to fixed-income securities. This blend of investments is selected to reflect its commitment to Catholic responsible investment principles, balancing the pursuit of financial returns with moral and ethical considerations.

Products and Services

The fund offers a unique approach to investing by meticulously selecting its investments to comply with Catholic responsible investment principles. Its products and services can be broadly categorized as follows:

• Equity Securities Investments - The fund allocates approximately 75% of its assets towards equity securities. This includes investments in stocks across various sectors and geographical locations that adhere to Catholic ethical standards. The focus is to achieve growth by investing in companies that demonstrate strong moral and ethical practices alongside financial performance.
• Fixed-Income Securities Investments - Around 25% of the fund’s allocation goes to fixed-income securities. These investments provide the fund with a stable income stream while adhering to the same ethical standards applied to equity investments. Bonds and other fixed-income instruments are selected based on their compliance with Catholic social teaching, ensuring that investors’ money is used in ways that are not only financially sound but also morally responsible.