Catholic Responsible Investments Bond Fund Investor Shares (CRBVX)

Overview

The described fund is structured to allocate its investments primarily in fixed-income securities and other debt instruments, aligning closely with the investment strategies of those seeking steady income generation with a conservative risk profile. It commits at least 80% of its net assets, in addition to any borrowings for investment purposes, to this class of assets. By diversifying its portfolio across various fixed-income market sectors and maturities, the fund aims to maximize returns while maintaining a balanced risk exposure. Although the fund primarily focuses on investment-grade securities, it allows for up to 10% of its assets to be invested in below investment grade, also known as high-yield or junk bonds, to potentially enhance its yield.

Products and Services

• Fixed Income Securities Investments:

The core of the fund's portfolio consists of fixed-income securities, which include government and corporate bonds. This investment vehicle is geared towards investors looking for regular income payouts, and the fund focuses on securities that, by and large, carry a lower risk compared to equities.

• Diversified Market Sector and Maturity Allocations:

To mitigate risk and capitalize on differing interest rates and economic cycles, the fund diversifies its investments across a broad array of fixed-income market sectors and maturities. This strategy ensures that the fund is not overly exposed to the risks associated with any single market sector or the vagaries of interest rate fluctuations.

• High-Yield Bond Investments:

While maintaining a conservative investment strategy, the fund also explores opportunities in the high-yield bond market, allocating up to 10% of its assets in these below investment-grade bonds. This component of the portfolio is aimed at enhancing the overall yield of the fund, albeit with an increased risk level.