Catholic Responsible Investments International Small-Cap Fund Institutional Shares (CRNSX)

Overview

The fund focuses on generating long-term capital appreciation for its investors by primarily investing in a diverse array of equity securities. It targets small capitalization companies across the globe, excluding the United States, that present a promising opportunity for above-average market appreciation. These investments are guided by the constituents of the MSCI All Country World ex-US Small Cap Index, ensuring a widespread coverage of potential growth opportunities in various international markets. The fund commits to investing at least 80% of its net assets, along with any borrowing for investment purposes, into these equity securities, adhering to a strategy that emphasizes geographical diversification and potential for high returns.

Products and Services

The fund offers a specialized investment vehicle focusing on small capitalization companies worldwide, excluding the U.S. Its products and services include:

• Equity Securities Investment: Primary investment in equity securities of small capitalization companies globally. This includes a broad selection of stocks that comply with the strategy's criterion for high-growth potential outside of the U.S., offering investors an opportunity to diversify their portfolio across various international markets.
• Adherence to the MSCI All Country World ex-US Small Cap Index: Investments are guided by the composition of this index, which encompasses a diverse range of small-cap companies located outside of the United States. This approach ensures a wide geographical spread and exposure to various sectors, potentially leading to higher capital appreciation over the long term.
• High Allocation Strategy: The commitment to invest at least 80% of net assets into the targeted equity securities. By focusing the majority of its resources in small-cap companies across different countries, the fund aims to leverage the unique growth opportunities these markets present, while managing the risks associated with international investing.