Catholic Responsible Investments Funds

Statistics as of Apr 04, 2025

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Found total of 13 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.09%
TTM Yield
1.3%
3yr Sharpe
0.27
YTD Return
-13.7%
3yr Return
14.9%
1yr Return
-0.6%
Total Assets
$3B
6M Money Flow
-$133M
Large Blend
Expense Ratio
0.65%
TTM Yield
0.7%
3yr Sharpe
0.10
YTD Return
-13.6%
3yr Return
6.5%
1yr Return
-5.4%
Total Assets
$678M
6M Money Flow
-$94M
Small Blend
Expense Ratio
0.28%
TTM Yield
1.7%
3yr Sharpe
-0.19
YTD Return
-17.5%
3yr Return
-8.3%
1yr Return
-10.2%
Total Assets
$449M
6M Money Flow
-$30M
Foreign Large Blend
Expense Ratio
0.80%
TTM Yield
2.3%
3yr Sharpe
0.13
YTD Return
-3.3%
3yr Return
10.3%
1yr Return
-2.3%
Total Assets
$2B
6M Money Flow
$185M
Foreign Small/Mid Blend
Expense Ratio
1.15%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
-2.4%
3yr Return
3.6%
1yr Return
0.4%
Total Assets
$99M
6M Money Flow
-$5M
Moderately Conservative Allocation
Expense Ratio
0.40%
TTM Yield
3.2%
3yr Sharpe
-0.02
YTD Return
-3.9%
3yr Return
8.6%
1yr Return
2.4%
Total Assets
$123M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.7%
3yr Sharpe
0.08
YTD Return
-6.1%
3yr Return
9.9%
1yr Return
0.3%
Total Assets
$1B
6M Money Flow
-$43M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.8%
3yr Sharpe
0.15
YTD Return
-6.4%
3yr Return
11.8%
1yr Return
1.2%
Total Assets
$459M
6M Money Flow
$14M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
2.5%
3yr Sharpe
0.09
YTD Return
-8.6%
3yr Return
8.3%
1yr Return
-0.8%
Total Assets
$255M
6M Money Flow
-$63M
Ultrashort Bond
Expense Ratio
0.35%
TTM Yield
4.5%
3yr Sharpe
-0.22
YTD Return
1.0%
3yr Return
13.3%
1yr Return
4.9%
Total Assets
$117M
6M Money Flow
$44M
Short-Term Bond
Expense Ratio
0.41%
TTM Yield
4.8%
3yr Sharpe
-0.37
YTD Return
1.9%
3yr Return
9.7%
1yr Return
6.4%
Total Assets
$704M
6M Money Flow
$34M
Short-Term Bond
Expense Ratio
0.35%
TTM Yield
4.4%
3yr Sharpe
-0.42
YTD Return
1.9%
3yr Return
11.4%
1yr Return
6.1%
Total Assets
$507M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.35%
TTM Yield
4.3%
3yr Sharpe
-0.51
YTD Return
3.5%
3yr Return
3.3%
1yr Return
6.5%
Total Assets
$2B
6M Money Flow
$47M