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Holdings (Monthly) Guide ↗

Catholic Responsible Investments Magnus 45/55 Fund

· Catholic Responsible Investments Funds
Monthly Holdings $158M AUM 9 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 CRI BOND FUND 14919E845 Apr 2024 4,911,683 $42.0M 26.67% EC
2 CRI EQUITY INDEX FUND 14919E829 Apr 2024 2,485,609 $36.1M 22.91% EC
3 CRI OPPORTUNISTIC BOND FUND 14919E852 Apr 2024 2,234,470 $20.9M 13.28% EC
4 CRI SHORT DURATION BOND FUND 14919E878 Apr 2024 2,143,372 $20.9M 13.24% EC
5 CRI INTERNATIONAL FUND 14919E779 Apr 2024 1,251,860 $14.7M 9.35% EC
6 CRI MULTI-STYLE US EQUITY FUND 14919E795 Apr 2024 903,029 $11.1M 7.05% EC
7 CRI SMALL-CAP FUND 14919E761 Apr 2024 704,933 $7.5M 4.75% EC
8 CRI INTERNATIONAL SMALL-CAP FUND 14919E753 Apr 2024 314,281 $3.7M 2.35% EC
9 BROWN BROTHERS HARRIMAN SWEEP INTEREST N/A Apr 2024 633,887 $634K 0.40% STIV