Catholic Responsible Investments Magnus 45/55 Fund (CMNVX) 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 CMNVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMNVX
CMNVX 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 | CMNVX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | CMNVX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CMNVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CMNVX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | CMNVX vs DMA |
Best Risk-Adjusted Alternatives to CMNVX
CMNVX has a PortfoliosLab risk / return rank of 55. There are 312 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 | CMNVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CMNVX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CMNVX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CMNVX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CMNVX vs AOBLX |
Top Performing CMNVX Alternatives (YTD)
CMNVX is at 5.10% YTD. There are 328 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.82% | — | Jan 1998 | CMNVX vs EKBAX | |
| Hood River New Opportunities Fund Institutional Cl... | 27.63% | — | — | CMNVX vs HRNOX | |
| Highland Funds I - Highland Opportunities and Inco... | 26.28% | — | Jan 2000 | CMNVX vs HFRO | |
| Greenspring Fund | 21.42% | — | Jun 1983 | CMNVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.08% | — | Aug 1998 | CMNVX vs MHELX |
Lowest Volatility Alternatives to CMNVX
CMNVX has 6.75% 1-year volatility. There are 154 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CMNVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | CMNVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CMNVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CMNVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CMNVX vs CSTAX |
Lowest Drawdown Alternatives to CMNVX
CMNVX has a 1-year max drawdown of -5.15%. There are 146 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 | CMNVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CMNVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CMNVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CMNVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CMNVX 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, CMUVX and span 7 categories.
Often Compared With CMNVX
Investors most often compare CMNVX with ZTR, PMFKX, BERIX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CMNVX with Any Fund or Stock
Compare CMNVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMNVX with funds that move differently
Catholic Responsible Investments Magnus 45/55 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMNVX.
Explore CMNVX Diversifiers