Catholic Responsible Investments Small-Cap Fund Institutional Shares (CRSSX)

Overview

The index represents a pivotal financial instrument in tracking the economic performance of small-capitalization companies across the United States. As a critical measure for investors looking to gauge the vitality and potential growth of the small-cap market segment, this index offers a comprehensive snapshot of these companies' market performance. The investment strategy primarily hinges on a high degree of alignment with the index it tracks, committing at least 95% of the fund's net assets, in addition to any borrowings for investment purposes, to securities that are constituents of the index. This approach underscores the fund's objective to mirror the index's performance closely, providing investors with a transparent and focused investment avenue into the small-cap universe.

Products and Services

The services offered are designed to cater to investors interested in capitalizing on the growth potential and dynamic market of small-capitalization companies within the United States. The investment products are meticulously structured to ensure a high degree of correlation with the performance of the index, optimizing the investment experience. Detailed below are the key investment solutions provided:

• Index Tracking Funds:

These funds are dedicated to closely mirroring the performance of the small-cap index, aiming to replicate its returns as much as possible. By investing at least 95% of the fund's net assets, along with any borrowings for investment purposes, into the securities listed in the index, these funds provide a direct exposure to the small-cap market segment. This product is ideal for investors seeking to diversify their portfolio with small-cap stocks, offering a balanced mix of risk and reward by investing in a wide range of small-capitalization companies across various industries.