C
Catholic Responsible Investments Small-Cap Fund Institutional Shares CRSSX
NASDAQ
Recommendation
NAV
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption
Performance
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30-Day Total Return
60-Day Total Return
90-Day Total Return
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Forward Dividend Yield
Price
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NAV
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Standard Deviation
Company Information
Provider
Catholic Responsible Investments Funds
Manager/Tenure
(Years)
John W. Geissinger (3), Jeff Kusmierz (3), Julie Carman Lee (3), 4 others
Website
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Address
ONE FREEDOM VALLEY DRIVE
OAKS PA - 19456
Country
United States
Phone Number
610-676-1000
Investment Strategy
The investment seeks to replicate the performance of the S&P SmallCap 600® Index, an index representing small capitalization companies. The index is a well-known stock market index that measures the performance of small-capitalization companies in the United States. Under normal circumstances, the advisor intends to invest at least 95% of the fund's net assets, plus any borrowings for investment purposes, in securities listed in the index.