Catholic Responsible Investments Magnus 75/25 Fund (CMUVX)

Overview

The fund under discussion operates as a "fund of funds," meaning it channels its investments into a variety of other Catholic Responsible Investments Funds mutual funds, covering a broad spectrum of asset classes and investment approaches. This strategy aims to act in accordance with Catholic values while also targeting financial returns. The allocation of the fund's assets is carefully balanced between equity securities (including certain other financial instruments) at 75%, and fixed-income securities at 25%, aligning with its objective to create a diversified and ethically driven investment portfolio.

Products and Services

• Catholic Responsible Investments Funds

  These funds serve as the primary vehicles for investment by the fund. They include a mix of mutual funds that adhere to Catholic ethical values while seeking to achieve competitive financial returns. Each fund within this category is selected based on its asset class and investment style, ensuring a diversified and responsible investment approach.

• Equity Securities Investments

  Equity securities, including stocks and other similar instruments, make up 75% of the fund's investments. This portion of the fund's portfolio is aimed at achieving growth by investing in companies that not only show potential for financial return but also align with Catholic social and ethical teachings. This approach allows for an alignment of faith-based values with investment objectives.

• Fixed-Income Securities Investments

  The fund allocates 25% of its assets to fixed-income securities, such as bonds, which provide a steady income stream and tend to be less volatile than equity securities. These investments are selected based on their potential to contribute stable returns while adhering to Catholic ethical guidelines. This segment of the portfolio is crucial for investors seeking income and lower risk exposure in alignment with their faith-based principles.