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 a closer substitute for your current allocation.
Cheapest Alternatives to CMMVX
CMMVX charges 0.15% annually. There are 56 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | — | May 2011 | CMMVX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | CMMVX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CMMVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CMMVX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | CMMVX vs DMA |
Best Risk-Adjusted Alternatives to CMMVX
CMMVX has a PortfoliosLab risk / return rank of 53. There are 367 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CMMVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CMMVX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CMMVX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | CMMVX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CMMVX vs FSRRX |
Top Performing CMMVX Alternatives (YTD)
CMMVX is at 6.42% YTD. There are 274 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Highland Funds I - Highland Opportunities and Inco... | 31.15% | — | Jan 2000 | CMMVX vs HFRO | |
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | CMMVX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CMMVX vs IOEZX | |
| Hood River New Opportunities Fund Institutional Cl... | 17.95% | — | — | CMMVX vs HRNOX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | CMMVX vs TIBIX |
Lowest Volatility Alternatives to CMMVX
CMMVX has 8.70% 1-year volatility. There are 263 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CMMVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | CMMVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CMMVX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | CMMVX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CMMVX vs CSTAX |
Lowest Drawdown Alternatives to CMMVX
CMMVX has a 1-year max drawdown of -6.31%. There are 269 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CMMVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CMMVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CMMVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CMMVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CMMVX vs CSTAX |
Other Mutual Funds from Catholic Responsible Investments Funds
The 10 most viewed Catholic Responsible Investments Funds mutual funds shown here include CRQSX, CMPVX, CMNVX and span 7 categories.
Often Compared With CMMVX
Investors most often compare CMMVX with QDTE, ZTR, PMFKX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CMMVX with Any Fund or Stock
Compare CMMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMMVX with funds that move differently
Catholic Responsible Investments Magnus 60/40 Beta Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMMVX.
Explore CMMVX Diversifiers