Catholic Responsible Investments Funds

Statistics as of May 01, 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.
Name ▲Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
0.35
YTD Return
-0.7%
3yr Return
27.0%
1yr Return
9.8%
Total Assets
$550M
6M Money Flow
$73M
Moderately Conservative Allocation
Expense Ratio
0.40%
TTM Yield
3.1%
3yr Sharpe
0.19
YTD Return
0.2%
3yr Return
19.7%
1yr Return
8.7%
Total Assets
$128M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.5%
3yr Sharpe
0.30
YTD Return
-0.4%
3yr Return
25.2%
1yr Return
8.6%
Total Assets
$1B
6M Money Flow
-$42M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
2.4%
3yr Sharpe
0.29
YTD Return
-1.3%
3yr Return
26.8%
1yr Return
9.6%
Total Assets
$209M
6M Money Flow
-$128M
Intermediate Core-Plus Bond
Expense Ratio
0.35%
TTM Yield
4.3%
3yr Sharpe
-0.36
YTD Return
2.6%
3yr Return
5.6%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
$54M
Short-Term Bond
Expense Ratio
0.35%
TTM Yield
4.4%
3yr Sharpe
-0.25
YTD Return
2.1%
3yr Return
12.0%
1yr Return
6.5%
Total Assets
$507M
6M Money Flow
-$3M
Ultrashort Bond
Expense Ratio
0.35%
TTM Yield
4.5%
3yr Sharpe
-0.28
YTD Return
1.3%
3yr Return
13.6%
1yr Return
4.9%
Total Assets
$105M
6M Money Flow
$37M
Foreign Large Blend
Expense Ratio
0.80%
TTM Yield
2.1%
3yr Sharpe
0.36
YTD Return
7.8%
3yr Return
34.9%
1yr Return
11.6%
Total Assets
$2B
6M Money Flow
$243M
Foreign Small/Mid Blend
Expense Ratio
1.15%
TTM Yield
2.8%
3yr Sharpe
0.15
YTD Return
6.8%
3yr Return
21.2%
1yr Return
12.2%
Total Assets
$107M
6M Money Flow
-$6M
Short-Term Bond
Expense Ratio
0.41%
TTM Yield
4.8%
3yr Sharpe
-0.25
YTD Return
2.0%
3yr Return
10.9%
1yr Return
7.2%
Total Assets
$701M
6M Money Flow
-$12M
Large Blend
Expense Ratio
0.09%
TTM Yield
1.2%
3yr Sharpe
0.48
YTD Return
-4.3%
3yr Return
41.8%
1yr Return
13.3%
Total Assets
$4B
6M Money Flow
-$150M
Small Blend
Expense Ratio
0.28%
TTM Yield
1.6%
3yr Sharpe
-0.12
YTD Return
-12.1%
3yr Return
6.5%
1yr Return
-1.8%
Total Assets
$493M
6M Money Flow
-$15M
Large Blend
Expense Ratio
0.65%
TTM Yield
0.6%
3yr Sharpe
0.32
YTD Return
-3.7%
3yr Return
33.3%
1yr Return
8.5%
Total Assets
$746M
6M Money Flow
-$98M