CROSX Mutual Fund

CROSX Mutual Fund (Catholic Responsible Investments Opportunistic Bond Fund Class Institutional) is managed by Christian Brothers Investment Services, Inc. CROSX expense ratio is 0.41%, holding 483 positions across sectors including Financials, Utilities, Industrials. Inception date: 2013-06-01.

CROSX performance shows a YTD return of 1.72%. The 1-year return is 3.30% and the 5-year return is 2.30%. CROSX dividend yield stands at 4.59%, paid monthly.

CROSX top holdings include Us Tsy Frn 01/31/28 Govt (7.0%), United States Department 3.875 04/30/2031 3.875 2031-04-30 (6.0%), Treasury Floating Rate Note 3.96% Oct 31, 2027 3.96 2027-10-31 (3.9%), Us Treas Nts 4.125% 05/31/31 (2.1%), Cash & Cash Equivalents (1.1%). Go to all CROSX holdings, CROSX sectors, or CROSX dividends.

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