The Catholic SRI Growth PortfolioHCSRX
Type
Mutual fund
Peer group
Global equity
Net assets
$70.6M
Expense ratio
0.41%
1-year return
+19.9%
3 years, a year
+17.6%
5 years, a year
+10.4%
Holdings
1,198
What it aims to do.
The Catholic SRI Growth Portfolio seeks to maximize total return subject to emphasizing socially responsible investments.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corporation | 6.04% |
| AAPL Apple Inc. | 5.32% |
| MSFT Microsoft Corporation | 3.72% |
| AMZN Amazon.Com, Inc. | 2.86% |
| GOOGL Alphabet Inc. | 2.39% |
| AVGO Broadcom Inc. | 1.99% |
| GOOG Alphabet Inc. | 1.98% |
| META Meta Platforms, Inc. | 1.78% |
| TSLA Tesla, Inc. | 1.50% |
| JPM JPMorgan Chase & Co. | 1.14% |
More on HCSRX.
- HCSRX overview
- HCSRX holdings
- HCSRX risk
- HCSRX costs
- HCSRX money in and out
- HCSRX share classes
- Compare HCSRX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.