Catholic Rsp Invst Mlt-Styl US Eq Ins (CRTSX)
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Catholic Rsp Invst Mlt-Styl US Eq Ins
OAKS PA 19456
ONE FREEDOM VALLEY DRIVE
610-676-1000
Management information
Silas A. Myers,Lead manager since 2 December 2021
Silas Myers, CFA, is a partner and CEO of Mar Vista Investment Partners and has 33 years of investment experience. He serves as a portfolio manager/analyst and is a member of the investment team. Before starting Mar Vista in 2007, Silas spent seven years as a portfolio manager and analyst at Roxbury Capital Management. He was also an equity analyst and product specialist at Hotchkis and Wiley, where he performed in-depth industry and company analysis. He began his career as a vice president and portfolio manager at Utendahl Capital Management. He has a B.A. in psychology and an M.B.A., both from Harvard University. He is also a Robert A. Toigo Foundation Alumnus.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyCatholic Responsible Investments Funds
Net assets819.23M
YTD return3.44%
Yield0.54%
Morningstar ratingN/A1
Inception date2 Dec 2021
Fund operations
Last dividend0.01
Last cap gain0.00
Holdings turnover32.00%
Average for categoryN/A
Fees and expenses
ExpenseCRTSXCategory average
Annual report expense ratio (net)0.81%0.78%
Prospectus net expense ratio0.81%N/A
Prospectus gross expense ratio0.81%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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