CRTSX Mutual Fund

CRTSX Mutual Fund (Catholic Responsible Investments Multi Style US Equity Fund Class Institutional) is managed by Christian Brothers Investment Services, Inc. CRTSX expense ratio is 0.67%, holding 410 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2021-05-01.

CRTSX performance shows a YTD return of 10.37%. The 1-year return is 15.95% and the 5-year return is 9.52%. CRTSX dividend yield stands at 5.16%, paid quarterly.

CRTSX top holdings include Nvidia Corp. (2.7%), Microsoft Corp (2.1%), Apple, Inc (2.0%), Transdigm Group Inc. (1.8%), Alphabet Inc. C (1.7%). Go to all CRTSX holdings, CRTSX sectors, or CRTSX dividends.

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