CMPVX Mutual Fund
CMPVX Mutual Fund
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Class Investor
CMPVX Mutual Fund Overview
CMPVX Mutual Fund (Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund Class Investor) is managed by Christian Brothers Investment Services, Inc. CMPVX expense ratio is 0.47%, holding 9 positions across sectors including Unknown, Other. Inception date: 2018-07-18.
CMPVX performance shows a YTD return of 7.33%. The 1-year return is 11.45% and the 5-year return is 5.41%. CMPVX dividend yield stands at 2.16%, paid annually.
CMPVX 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 CMPVX holdings, sector breakdown, or dividend history.
CMPVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMPVX alternatives are available via the screener, along with tax-loss harvesting opportunities.