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Fund Literature

Before investing with CBIS, please review the appropriate documents below.

Please note: As part of our environmental stewardship policies, CBIS is no longer publishing CUIT and RCT Annual Reports and Semi-Annual Reports in hard-copy formats.  By downloading the PDF files below, you are consenting to receive these reports in an electronic format.  If you are a CBIS participant and would prefer to receive a printed copy through the mail, please contact us at 800-321-7194.

Balanced and Equity Funds
The Catholic United Investment Trust (CUIT) was founded in 1983 as a not-for-profit trust with an independent Board of Trustees and engages CBIS to advise on and administer the balanced and equity programs. Investment in any CUIT Fund is restricted to Roman Catholic Organizations listed in the Official Catholic Directory.

CUIT Trust Agreement

CUIT Offering Memorandum (updated December 2009)

CUIT Semi-Annual Report (through 6/30/10)

CUIT 2009 Annual Report (through 12/31/09)


Fixed-Income Funds
The Religious Communities Trust (RCT) was founded in 1976 as a not-for-profit trust with an independent Board of Trustees; it engages CBIS to advise on and administer the fixed-income programs. Investment in any RCT Fund is restricted to Roman Catholic Organizations listed in the Official Catholic Directory.

RCT Trust Agreement

RCT Disclosure Statement 2009

RCT Semi-Annual Report (through 6/30/10)

RCT 2009 Annual Report (through 12/31/09)
 
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