CMPSX Mutual Fund
CMPSX Mutual Fund
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Class Institutional
CMPSX Mutual Fund Overview
CMPSX Mutual Fund (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Class Institutional) is managed by Christian Brothers Investment Services, Inc. CMPSX expense ratio is 0.32%, holding 9 positions across sectors including Unknown, Other. Inception date: 2018-07-18.
CMPSX performance shows a YTD return of 7.42%. The 1-year return is 11.54% and the 5-year return is 5.97%. CMPSX dividend yield stands at 2.16%, paid annually.
CMPSX top holdings include Catholic Responsible Investments Multi-Style Us Equity Fund Institutional Shares (24.1%), Catholic Responsible Investments Bond Fund Institutional Shares (19.3%), Catholic Responsible Investments Equity Index Fund Institutional Shares (15.4%), Catholic Responsible Investments International Equity Fund Institutional Shares (12.4%), Catholic Responsible Investments Opportunistic Bond Fund Institutional Shares (9.6%). View all CMPSX holdings, sector breakdown, or dividend history.
CMPSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMPSX alternatives are available via the screener, along with tax-loss harvesting opportunities.