Catholic Responsible Investments Funds

Statistics as of Apr 02, 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
1.2%
3yr Sharpe
0.27
YTD Return
-3.5%
3yr Return
29.5%
1yr Return
9.9%
Total Assets
$4B
6M Money Flow
-$133M
Large Blend
Expense Ratio
0.65%
TTM Yield
0.6%
3yr Sharpe
0.10
YTD Return
-3.0%
3yr Return
20.4%
1yr Return
5.0%
Total Assets
$761M
6M Money Flow
-$94M
Small Blend
Expense Ratio
0.28%
TTM Yield
1.5%
3yr Sharpe
-0.19
YTD Return
-7.3%
3yr Return
2.6%
1yr Return
0.5%
Total Assets
$504M
6M Money Flow
-$30M
Foreign Large Blend
Expense Ratio
0.80%
TTM Yield
2.1%
3yr Sharpe
0.13
YTD Return
5.9%
3yr Return
21.9%
1yr Return
6.7%
Total Assets
$2B
6M Money Flow
$185M
Foreign Small/Mid Blend
Expense Ratio
1.15%
TTM Yield
2.8%
3yr Sharpe
-0.05
YTD Return
4.8%
3yr Return
11.9%
1yr Return
8.2%
Total Assets
$107M
6M Money Flow
-$5M
Moderately Conservative Allocation
Expense Ratio
0.40%
TTM Yield
3.1%
3yr Sharpe
-0.02
YTD Return
0.4%
3yr Return
13.7%
1yr Return
6.7%
Total Assets
$129M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
-0.1%
3yr Return
17.4%
1yr Return
6.2%
Total Assets
$1B
6M Money Flow
-$43M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
0.15
YTD Return
-0.3%
3yr Return
19.6%
1yr Return
7.6%
Total Assets
$489M
6M Money Flow
$14M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
2.3%
3yr Sharpe
0.09
YTD Return
-0.8%
3yr Return
18.1%
1yr Return
7.0%
Total Assets
$277M
6M Money Flow
-$63M
Ultrashort Bond
Expense Ratio
0.35%
TTM Yield
4.6%
3yr Sharpe
-0.22
YTD Return
0.9%
3yr Return
13.2%
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
1.8%
3yr Return
9.6%
1yr Return
6.5%
Total Assets
$703M
6M Money Flow
$34M
Short-Term Bond
Expense Ratio
0.35%
TTM Yield
4.4%
3yr Sharpe
-0.42
YTD Return
1.7%
3yr Return
11.1%
1yr Return
6.0%
Total Assets
$506M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.35%
TTM Yield
4.3%
3yr Sharpe
-0.51
YTD Return
2.9%
3yr Return
2.6%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
$47M