Legal Documents
- CRI Fund Prospectus Download PDF
- CRI Fund Statement of Additional Information Download PDF
- Information Statement Download PDF
- RhumbLine Change in Control Information Statement Download PDF
Financial Statements
- CRI Funds Annual Report – October 31, 2024 Download PDF
- CRI Funds Semi-Annual Report – April 30, 2024 Download PDF
- CRI Funds Annual Report – October 31, 2023 Download PDF
- CRI Funds Semi-Annual Report – April 30, 2023 Download PDF
- CRI Funds Annual Report – October 31, 2022 Download PDF
CRI Funds Annual Report – October 31, 2024
Prospectus Supplement dated July, 2024
Tailored Shareholder Report
Annual Shareholder Report: October 31, 2024
Catholic Responsible Investments Magnus 45/55 Fund – Institutional
Catholic Responsible Investments Magnus 45/55 Fund – Investor
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund – Institutional
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund – Investor
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund – Institutional
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund – Investor
Catholic Responsible Investments Magnus 75/25 Fund – Institutional
Catholic Responsible Investments Magnus 75/25 Fund – Investor
Catholic Responsible Investments Ultra Short Bond Fund – Institutional
Catholic Responsible Investments Short Duration Bond Fund – Institutional
Catholic Responsible Investments Opportunistic Bond Fund – Institutional
Catholic Responsible Investments Opportunistic Bond Fund – Investor
Catholic Responsible Investments Bond Fund – Institutional
Catholic Responsible Investments Bond Fund – Investor
Catholic Responsible Investments Equity Index Fund – Institutional
Catholic Responsible Investments Multi-Style US Equity Fund – Institutional
Catholic Responsible Investments Multi-Style US Equity Fund – Investor
Catholic Responsible Investments International Equity Fund – Institutional
Catholic Responsible Investments International Equity Fund – Investor
Catholic Responsible Investments Small-Cap Fund – Institutional
Catholic Responsible Investments International Small-Cap Fund – Institutional
Proxy Voting Records
Schedule of Investments
July 31, 2024
Catholic Responsible Investments Magnus 45/55 Fund
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund
Catholic Responsible Investments Magnus 75/25 Fund
Catholic Responsible Investments Ultra Short Bond Fund
Catholic Responsible Investments Short Duration Bond Fund
Catholic Responsible Investments Opportunistic Bond Fund
Catholic Responsible Investments Bond Fund
Catholic Responsible Investments Equity Index Fund
Catholic Responsible Investments Multi-Style US Equity Fund
Catholic Responsible Investments International Equity Fund
Catholic Responsible Investments Small-Cap Fund
Catholic Responsible Investments International Small-Cap Fund
January 31, 2024
Catholic Responsible Investments Magnus 45/55 Fund
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund
Catholic Responsible Investments Magnus 75/25 Fund
Catholic Responsible Investments Ultra Short Bond Fund
Catholic Responsible Investments Short Duration Bond Fund
Catholic Responsible Investments Opportunistic Bond Fund
Catholic Responsible Investments Bond Fund
Catholic Responsible Investments Equity Index Fund
Catholic Responsible Investments Multi-Style US Equity Fund
Catholic Responsible Investments International Equity Fund
Catholic Responsible Investments Small-Cap Fund
Catholic Responsible Investments International Small-Cap Fund