Consider the funds’ investment objective, risk, and charges and expenses. This and other information can be found in the funds’ prospectus, and if available, the summary prospectus, which may be obtained by visiting www.cbisonline.com or by calling 1-866-348-6466. Please read the prospectus, and if available the summary prospectus, carefully before investing.
There are risks involved in investing, including loss of principal. Asset allocation may not protect against market risk. Diversification may not protect against market risk. There is no guarantee that the fund will achieve its Investment Objective. There is no guarantee that these strategies will result in positive performance.
Catholic Responsible Investment (“CRI”) is an investment strategy designed specifically to help investors seek sound financial returns while remaining faithful to the teaching of the Roman Catholic Church. The Fund considers the Adviser’s CRI criteria in its investment process and may choose not to purchase, or may sell, including at inopportune times which would result in losses to the Fund, otherwise profitable investment in companies which have been identified as being in conflict with the Adviser’s CRI criteria. Funds may underperform other similar funds that do not consider CRI guidelines when making decision.
The funds are distributed by SEI Investment Distribution Company (SIDCO). SIDCO is not affiliated with CBIS, Dodge & Cox, Mar Vista Investment Partners, LLC, Wellington Management Company LLP, RhumbLine Advisers, Causeway Capital Management LLC, Principal Global Investors, LLC, WCM Investment Management, Global Alpha Capital Management, Ltd., Lazard Asset Management LLC, Brandywine Global Investment Management, LLC, Longfellow Investment Management Co., LLC, or Sun Life Capital Management (U.S.) LLC.
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