Catholic Responsible Investments Multi-Style US Equity Fund (CRTVX)

Overview

The fund operates with the primary objective of achieving long-term capital appreciation for its investors. It focuses on a strategy that involves investing predominantly in equity securities of mid to large capitalization companies. These companies are carefully selected based on their potential for above-average market appreciation and are generally included in the Russell 1000 Index, which consists of the largest 1000 companies in the U.S. equity market. The fund is particularly designed for investors seeking exposure to U.S. companies with growth potential, maintaining a minimum investment of 80% of its net assets plus any borrowings for investment purposes in these equity securities. The strategy underscores a diversified portfolio approach to minimize risk while aiming for substantial growth in capital.

Products and Services

• Equity Security Investments

  This core service involves the selection and investment in equity securities of mid to large capitalization companies in the United States. By focusing on companies that are part of the Russell 1000 Index, the fund aims to ensure that investments are made in firms with a strong potential for growth and market appreciation. The selection criteria adhere to rigorous analysis to identify companies believed to have above-average opportunities for capital appreciation.

• Diversified Portfolio Management

  To achieve its long-term capital growth objectives, the fund employs diversified portfolio management strategies. This not only involves selecting a wide range of companies across different sectors but also maintaining a balance in the investment to mitigate risks associated with market volatility. The diversification strategy is crucial for investors looking for a balanced approach to investment in equity securities, offering a safeguard against the concentration risk.

• Strategic Borrowings for Investment Purposes

  As part of its investment strategy, the fund may also engage in borrowing for investment purposes. This is done to leverage potential investment opportunities and to enhance the fund’s ability to achieve higher returns. The strategy stipulates that at least 80% of the value of its net assets plus borrowings will be invested in the equity securities of U.S. companies. This approach allows the fund to capitalize on favorable market conditions and to pursue additional avenues for growth, albeit with a measured approach to managing the associated risks.