CRBVX

About CRBVX

Catholic Responsible Investments Bond Fund Investor Shares is a mutual fund designed to offer fixed-income exposure while adhering to Catholic values and principles. The fund seeks to provide investors with regular income and capital preservation by primarily investing in a diversified portfolio of U.S. and international investment-grade bonds. It typically maintains a lower credit risk profile compared to its peers in the Intermediate Core-Plus Bond category, emphasizing the stewardship of assets through ethically screened investment choices. The fund integrates Catholic social teaching into its security selection process, screening out issuers that do not align with Catholic values. This approach appeals to investors who wish to support social responsibility in their fixed-income portfolios. Notably, the fund can invest up to 10% of its assets in lower-rated debt securities, adding some flexibility for higher yield opportunities while largely emphasizing credit quality. Overall, Catholic Responsible Investments Bond Fund Investor Shares serves as a solution for investors seeking income and risk moderation within the broader context of faith-based, responsible investment mandates.