Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) Alternatives
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CMMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CMMVX
CMMVX charges 0.15% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CMMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | May 26, 2011 | CMMVX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | Jan 13, 2000 | CMMVX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CMMVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CMMVX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | Mar 16, 2012 | CMMVX vs DMA |
Best Risk-Adjusted Alternatives to CMMVX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CMMVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CMMVX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CMMVX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CMMVX vs NWQIX | |
| Victory Pioneer Multi-Asset Income Class R-6 | 93 | Dec 22, 2011 | CMMVX vs PMFKX |
Top Performing CMMVX Alternatives (YTD)
CMMVX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CMMVX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CMMVX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CMMVX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CMMVX vs AAAAX | |
| Canoe EIT Income Fund | 8.56% | Aug 6, 1997 | CMMVX vs EIT-UN.TO |
Lowest Volatility Alternatives to CMMVX
CMMVX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CMMVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CMMVX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CMMVX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CMMVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CMMVX vs SICIX |
Lowest Drawdown Alternatives to CMMVX
CMMVX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CMMVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CMMVX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CMMVX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CMMVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CMMVX vs SICIX |
Other Mutual Funds from Catholic Responsible Investments Funds
Most popular Catholic Responsible Investments Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CMMVX
What investors most often compare with CMMVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Roundhill ETF Trust - Roundhill N-100 0DTE Covered... | Large Cap Blend Equities | 60 | -5.34% | Mar 6, 2024 | CMMVX vs QDTE |
Compare CMMVX with Any Fund or Stock
Compare CMMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.