Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CMUVX
CMUVX charges 0.15% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CMUVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | May 26, 2011 | CMUVX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | Jan 13, 2000 | CMUVX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CMUVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CMUVX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | Mar 16, 2012 | CMUVX vs DMA |
Best Risk-Adjusted Alternatives to CMUVX
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 | CMUVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CMUVX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CMUVX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | CMUVX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CMUVX vs PMAIX |
Top Performing CMUVX Alternatives (YTD)
CMUVX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | CMUVX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | CMUVX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | CMUVX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | CMUVX vs IOEZX | |
| Virtus Total Return Fund | 9.60% | Feb 24, 2005 | CMUVX vs ZTR |
Lowest Volatility Alternatives to CMUVX
CMUVX 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 | CMUVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | CMUVX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CMUVX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | CMUVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | CMUVX vs SICIX |
Lowest Drawdown Alternatives to CMUVX
CMUVX 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 | CMUVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CMUVX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CMUVX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CMUVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CMUVX 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 CMUVX
What investors most often compare with CMUVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | Dividend | 47 | -1.48% | Dec 19, 2013 | CMUVX vs VIG | |
| Quantified Managed Income Fund | Diversified Portfolio | 19 | -0.38% | Aug 8, 2013 | CMUVX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | CMUVX vs WWWEX | |
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | CMUVX vs CONWX | |
| Victory Pioneer Multi-Asset Income Class R-6 | Diversified Portfolio | 93 | 1.52% | Dec 22, 2011 | CMUVX vs PMFKX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | Diversified Portfolio | 89 | 8.96% | Apr 8, 2012 | CMUVX vs SIFAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 9.31% | Nov 3, 2009 | CMUVX vs TPDAX |
Compare CMUVX with Any Fund or Stock
Compare CMUVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.