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Holdings (Monthly) Guide ↗

Catholic Responsible Investments Magnus 60/40 Beta Plus Fund

· Catholic Responsible Investments Funds
Monthly Holdings $682M AUM 8 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 CRI EQUITY INDEX FUND 14919E829 Apr 2024 18,704,971 $271.8M 39.84% EC
2 CRI BOND FUND 14919E845 Apr 2024 15,314,959 $131.1M 19.22% EC
3 CRI INTERNATIONAL FUND 14919E779 Apr 2024 7,154,521 $84.3M 12.35% EC
4 CRI OPPORTUNISTIC BOND FUND 14919E852 Apr 2024 6,964,314 $65.3M 9.57% EC
5 CRI SHORT DURATION BOND FUND 14919E878 Apr 2024 6,679,743 $65.1M 9.54% EC
6 CRI SMALL-CAP FUND 14919E761 Apr 2024 4,037,173 $42.9M 6.29% EC
7 CRI INTERNATIONAL SMALL-CAP FUND 14919E753 Apr 2024 1,796,086 $21.2M 3.10% EC
8 BROWN BROTHERS HARRIMAN SWEEP INTEREST N/A Apr 2024 709,459 $709K 0.10% STIV