CMMSX Mutual Fund
CMMSX Mutual Fund
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund Class Institutional
CMMSX Mutual Fund Overview
CMMSX Mutual Fund (Catholic Responsible Investments Magnus 60/40 Beta Plus Fund Class Institutional) is managed by Christian Brothers Investment Services, Inc. CMMSX expense ratio is 0.36%, holding 8 positions across sectors including Unknown, Other. Inception date: 2018-08-29.
CMMSX performance shows a YTD return of 7.27%. The 1-year return is 11.89% and the 5-year return is 6.71%. CMMSX dividend yield stands at 2.22%, paid annually.
CMMSX top holdings include Catholic Responsible Investments Equity Index Fund Institutional Shares (39.8%), Catholic Responsible Investments Bond Fund Institutional Shares (19.2%), Catholic Responsible Investments International Equity Fund Institutional Shares (12.3%), Catholic Responsible Investments Opportunistic Bond Fund Institutional Shares (9.6%), Catholic Responsible Investments Short Duration Bond Fund Institutional Shares (9.5%). View all CMMSX holdings, sector breakdown, or dividend history.
CMMSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.