CRBVX Mutual Fund

CRBVX Mutual Fund (Catholic Responsible Investments Bond Fund Class Investor) is managed by Christian Brothers Investment Services, Inc with $128.3M in net assets. CRBVX expense ratio is 0.50%, holding 1527 positions across sectors including Financials, Utilities, Communication Services. Inception date: 1995-01-31.

CRBVX performance shows a YTD return of -0.65%. The 1-year return is -0.39% and the 5-year return is -0.21%. CRBVX dividend yield stands at 4.00%, paid monthly.

CRBVX top holdings include United States Treasury Notes 4.625% 4.625 08/15/2036 (3.1%), Pimco Broad U.S. Tips Index Exchange-Traded Fund Usetf 1.25% 15/04/2031 (2.2%), 5 Year Treasury Note Future Dec 26 0 12/31/2026 (1.9%), Us Treas Nts 4.375% 08/31/31 (1.6%), Us Treasury N/B 05/33 4.25 (1.2%). Go to all CRBVX holdings, CRBVX sectors, or CRBVX dividends.

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