Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Investor Shares
CMPVX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Catholic Responsible Investments Funds
Manager/Tenure
(Years)
(Years)
John W. Geissinger (3), Thomas J. Digenan (0)
Website
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Address
ONE FREEDOM VALLEY DRIVE
OAKS PA - 19456
OAKS PA - 19456
Country
United States
Phone Number
610-676-1000
Investment Strategy
The investment seeks to achieve current income and long-term capital appreciation. The fund is a “fund of funds,” meaning that it invests in other Catholic Responsible Investments Funds mutual funds (the “underlying funds”) that represent a variety of asset classes and investment styles. The fund’s asset allocation strategy emphasizes investments in equity securities (and certain other instruments) in an amount equal to 60% of its assets and exposure to fixed-income securities in an amount equal to 40% of its assets, with a bias towards “active” management in the equity portion of the portfolio.