CMNVX

About CMNVX

Catholic Responsible Investments Magnus 45/55 Fund Investor Shares is a multi-asset mutual fund designed to deliver current income and long-term capital appreciation through a balanced allocation of roughly 45% equities and 55% fixed income. According to its summary prospectus, it operates as a fund of funds, investing primarily in affiliated strategies that apply Catholic Responsible Investing guidelines, which combine Catholic Church teaching with active ownership, screening, and diversified portfolio management. The approach excludes companies inconsistent with stated Catholic values while seeking competitive, risk‑adjusted returns over time. The fund’s role in the market is to provide a moderately conservative allocation option for investors seeking faith-aligned portfolio construction with professional oversight across U.S. equities, international equities, and core bond exposures. Morningstar classifies it within the Moderately Conservative Allocation category and notes its cost profile and diversified holdings across CRI bond and equity funds. Performance data, net asset value, and historical returns are tracked by major market data providers for transparency and monitoring.