CRBSX

About CRBSX

Catholic Responsible Investments Bond Fund Institutional Shares is an actively managed mutual fund focused on intermediate-term, core-plus taxable bonds. Its core mission is to provide investors with current income and long-term capital appreciation while aligning with Catholic social and moral investment principles. The fund applies dedicated responsible investment screening criteria, which restrict and evaluate holdings to ensure alignment with Catholic values, resulting in a portfolio that intentionally excludes companies and issuers whose practices conflict with these ethical standards. The fund diversifies across a broad range of fixed income securities and debt instruments, managing a substantial asset base of over $2.2 billion and holding more than 1,200 individual securities. Its portfolio composition is designed to optimize risk-adjusted returns while adhering to both financial and ethical mandates. The Catholic Responsible Investments Bond Fund Institutional Shares serves institutions and individuals seeking competitive fixed income performance alongside adherence to faith-based investing objectives, making it notable within the responsible and sustainable investment segment.