CMUVX

About CMUVX

The Catholic Responsible Investments Magnus 75/25 Fund is an open-end mutual fund designed as a “fund of funds,” primarily serving investors seeking both current income and long-term capital appreciation. The fund strategically allocates approximately 75% of its assets to equity securities and related instruments, while the remaining 25% is dedicated to fixed-income holdings. By investing in a diversified selection of underlying Catholic Responsible Investments Funds, the Magnus 75/25 Fund applies a faith-based screening process, aligning its investments with Catholic values and responsible investing principles. This fund plays a significant role in the market for institutional and individual investors who prioritize values-based investment strategies. It offers diversification across multiple asset classes and investment styles, making it suitable for those aiming to balance growth potential with risk mitigation through fixed income exposure. With assets under management exceeding $275 million and an expense ratio of 0.57% for investor shares, the fund appeals to investors wanting to integrate ethical considerations with conventional portfolio objectives. Established in 2018, the Magnus 75/25 Fund reflects the growing trend toward responsible and sustainable investing within the mutual fund landscape.