Catholic Responsible Investments Magnus 60/40 Beta Plus FundCMMSX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$679.7M
Expense ratio
0.41%
1-year return
+19.7%
3 years, a year
+13.3%
5 years, a year
—
Holdings
8
What it aims to do.
The Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (the Fund) seeks to achieve current income and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Cri Equity Index Fund | 40.68% |
| Cri Bond Fund | 18.68% |
| Cri International Fund | 12.18% |
| Cri Opportunistic Bond Fund | 9.34% |
| Cri Short Duration Bond Fund | 9.29% |
| Cri Small-Cap Fund | 6.66% |
| Cri International Small-Cap Fund | 3.08% |
| Brown Brothers Harriman Sweep Interest | 0.11% |
More on CMMSX.
- CMMSX overview
- CMMSX holdings
- CMMSX risk
- CMMSX costs
- CMMSX money in and out
- CMMSX share classes
- Compare CMMSX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.