Catholic Responsible Investments Funds

Statistics as of May 27, 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
0.00%
TTM Yield
1.1%
3yr Sharpe
0.48
YTD Return
1.2%
3yr Return
49.2%
1yr Return
13.0%
Total Assets
$4B
6M Money Flow
-$150M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.32
YTD Return
1.8%
3yr Return
39.3%
1yr Return
10.0%
Total Assets
$778M
6M Money Flow
-$98M
Small Blend
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
-0.12
YTD Return
-8.2%
3yr Return
7.9%
1yr Return
-0.8%
Total Assets
$513M
6M Money Flow
-$15M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
0.36
YTD Return
13.9%
3yr Return
40.2%
1yr Return
11.1%
Total Assets
$2B
6M Money Flow
$243M
Foreign Small/Mid Blend
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
0.15
YTD Return
13.0%
3yr Return
26.8%
1yr Return
12.4%
Total Assets
$111M
6M Money Flow
-$6M
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
0.19
YTD Return
2.5%
3yr Return
21.4%
1yr Return
8.1%
Total Assets
$130M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.30
YTD Return
2.9%
3yr Return
28.1%
1yr Return
8.5%
Total Assets
$1B
6M Money Flow
-$42M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
0.35
YTD Return
2.6%
3yr Return
30.0%
1yr Return
9.1%
Total Assets
$566M
6M Money Flow
$73M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.29
YTD Return
2.8%
3yr Return
30.7%
1yr Return
9.4%
Total Assets
$203M
6M Money Flow
-$128M
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
4.5%
3yr Sharpe
-0.28
YTD Return
1.6%
3yr Return
13.9%
1yr Return
4.8%
Total Assets
$90M
6M Money Flow
$37M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.8%
3yr Sharpe
-0.25
YTD Return
2.0%
3yr Return
10.7%
1yr Return
6.5%
Total Assets
$693M
6M Money Flow
-$12M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-0.25
YTD Return
2.1%
3yr Return
11.6%
1yr Return
6.0%
Total Assets
$505M
6M Money Flow
-$3M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-0.36
YTD Return
1.7%
3yr Return
4.1%
1yr Return
5.4%
Total Assets
$2B
6M Money Flow
$54M