Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) 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 CMUVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMUVX
CMUVX 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 | CMUVX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | CMUVX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CMUVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CMUVX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | CMUVX vs DMA |
Best Risk-Adjusted Alternatives to CMUVX
CMUVX has a PortfoliosLab risk / return rank of 57. There are 273 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 | CMUVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CMUVX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CMUVX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | CMUVX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CMUVX vs AOBLX |
Top Performing CMUVX Alternatives (YTD)
CMUVX is at 9.18% YTD. There are 100 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | CMUVX vs EKBAX | |
| Hood River New Opportunities Fund Institutional Cl... | 31.43% | — | — | CMUVX vs HRNOX | |
| Highland Funds I - Highland Opportunities and Inco... | 27.67% | — | Jan 2000 | CMUVX vs HFRO | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | CMUVX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | CMUVX vs GRSPX |
Lowest Volatility Alternatives to CMUVX
CMUVX has 10.31% 1-year volatility. There are 397 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 | CMUVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | CMUVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CMUVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CMUVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CMUVX vs CSTAX |
Lowest Drawdown Alternatives to CMUVX
CMUVX has a 1-year max drawdown of -7.59%. There are 412 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 | CMUVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CMUVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CMUVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CMUVX vs SICIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.70% | — | Sep 2005 | CMUVX vs FSRTX |
Other Mutual Funds from Catholic Responsible Investments Funds
The 10 most viewed Catholic Responsible Investments Funds mutual funds shown here include CRQSX, CMPVX, CRNSX and span 7 categories.
Often Compared With CMUVX
Investors most often compare CMUVX with VIG, ZTR, PMFKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CMUVX with Any Fund or Stock
Compare CMUVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMUVX with funds that move differently
Catholic Responsible Investments Magnus 75/25 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMUVX.
Explore CMUVX Diversifiers