CMPVX Mutual Fund
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 0.70%, holding 9 positions across various sectors. Inception date: 2018-07-18.
CMPVX performance shows a YTD return of 7.77%. The 1-year return is 11.88% and the 5-year return is 4.98%. CMPVX dividend yield stands at 2.15%, 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 (19.8%), 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 CMPVX holdings, CMPVX sectors, or CMPVX dividends.
CMPVX can be compared against other funds. Use CMPVX overlap to find shared positions, or CMPVX vs another fund for a side-by-side view. CMPVX alternatives are available via the screener, along with tax-loss harvesting opportunities.