CMPSX Mutual Fund

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 0.55%, holding 9 positions across various sectors. Inception date: 2018-07-18.

CMPSX performance shows a YTD return of 6.61%. The 1-year return is 12.52% and the 5-year return is 5.82%. CMPSX dividend yield stands at 2.17%, 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 (19.8%), Catholic Responsible Investments Equity Index Fund Institutional Shares (14.9%), Catholic Responsible Investments International Equity Fund Institutional Shares (12.1%), Catholic Responsible Investments Opportunistic Bond Fund Institutional Shares (9.9%). Go to all CMPSX holdings, CMPSX sectors, or CMPSX dividends.

CMPSX can be compared against other funds. Use CMPSX overlap to find shared positions, or CMPSX vs another fund for a side-by-side view. CMPSX alternatives are available via the screener, along with tax-loss harvesting opportunities.