CROSX

ActiveMin. $1M

Catholic Responsible Investments Opportunistic Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.41%
Annual Cost per $10K
$41.00
30-Year Fee Drag per $10K
$8,281
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+5.74%

Asset Allocation

US Bond
84%
Intl Bond
14%
Cash
2%

Fee Comparison

CROSX
0.41%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

46% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+19.18%3Y
Compare to

Fee Impact Calculator

$
%
CROSX at 0.41%$339,206
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$41,406
Cost vs index fund−$38,218

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
CROSXCatholic Responsible Investments Opportunistic Bond Fund0.41%
DOXIXDodge & Cox Income Fund0.33%
BAGSXBaird Aggregate Bond Fund0.55%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
FBKWXFidelity Total Bond Fund0.75%
VTBIXVANGUARD TOTAL BOND MARKET II INDEX FUND0.09%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
FSMTXFidelity SAI Total Bond Fund0.29%
BNDVANGUARD TOTAL BOND MARKET INDEX FUND0.03%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
GIBRXGuggenheim Total Return Bond Fund0.49%
IUSBiShares Core Universal USD Bond ETF0.06%
WACSXWestern Asset Core Bond Fund0.42%
BCOSXBaird Core Plus Bond Fund0.55%
FBNDFidelity Total Bond ETF0.36%
BIMSXBaird Intermediate Bond Fund0.55%
VFSTXVANGUARD SHORT-TERM INVESTMENT-GRADE FUND0.07%
PIINXPIMCO Income Fund1.08%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
ABNDXBond Fund of America1.04%
BSVVANGUARD SHORT-TERM BOND INDEX FUND0.03%
AGGiShares Core U.S. Aggregate Bond ETF0.03%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
JGCGXJPMorgan Income Fund0.39%
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.03%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
TSRSXThornburg Strategic Income Fund0.53%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
SIDCXSIIT INTERMEDIATE DURATION CREDIT FUND0.32%
TBBWXNuveen Core Bond Fund0.29%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
BBTBXBridge Builder Core Bond Fund0.12%
TBPPXNuveen Core Plus Bond Fund0.45%
VIITXVANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min0.02%
PTRAXPIMCO Total Return Fund0.76%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
SCHISchwab 5-10 Year Corporate Bond ETF0.03%
JCBPXJPMorgan Core Bond Fund1.33%
FTHRXFidelity Intermediate Bond Fund0.45%
GIKRXGuggenheim Limited Duration Fund0.46%
HSDFXTHE HARTFORD SHORT DURATION FUND0.43%
FTKFXFidelity Total Bond K6 Fund0.30%
FZOMXFidelity SAI Short-Term Bond Fund0.21%
BBCPXBridge Builder Core Plus Bond Fund0.16%
LOPLXLord Abbett Core Plus Bond Fund0.40%
LTRHXLord Abbett Total Return Fund0.36%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
HIGFXAmerican High Income Trust0.32%
VISTXVANGUARD INSTITUTIONAL SHORT-TERM BOND FUND$100M min0.02%
DPZRXNomura Diversified Income Fund0.33%
FRERXFranklin Total Return Fund0.39%
FBNDXFidelity Investment Grade Bond Fund0.75%
VCOBXVANGUARD CORE BOND FUND0.10%
CDSRXCalvert Short Duration Income Fund0.45%
FANCXFidelity Short-Term Bond Fund0.50%
MRBBXMFS Total Return Bond Fund0.60%
JBFRXBond Fund0.46%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
TBIIXNuveen Bond Index Fund0.32%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
CCBFXCapital Group Central Corporate Bond Fund
FTSMFirst Trust Enhanced Short Maturity ETF0.25%
THRLXThornburg Limited Term Income Fund0.42%
FUBFXFidelity U.S. Bond Index Fund0.03%
TSBBXNuveen Core Impact Bond Fund0.51%
DFCFDimensional Core Fixed Income ETF0.17%
ACHFXHigh Income Fund0.68%
JCPPXJPMorgan Core Plus Bond Fund1.14%
DDCFXDoubleLine Core Fixed Income Fund0.50%
LIIAXColumbia Select Corporate Income Fund0.48%
CBORXCalvert Bond Fund0.46%
BUBSXBaird Ultra Short Bond Fund0.40%
JPIEJPMorgan Income ETF0.39%
ERABXEaton Vance Total Return Bond Fund0.43%
PBFKXVictory Pioneer Bond Fund0.36%
DDLDXDoubleLine Low Duration Bond Fund0.70%
VCLTVANGUARD LONG-TERM CORPORATE BOND INDEX FUND0.06%
LDLVXLord Abbett Short Duration Income Fund0.32%
PSJIXShort-Term Income Fund0.63%
MDHEXNYLI MacKay Short Duration High Income Fund0.68%
PLIAXAristotle Core Income Fund0.85%
UINCXVictory Income Fund0.84%
WAPSXWestern Asset Core Plus Bond Fund0.42%
ISTBiShares Core 1-5 Year USD Bond ETF0.06%
BSCQInvesco BulletShares 2026 Corporate Bond ETF0.10%
FAJEXFrost Total Return Bond Fund0.46%
PYLSXPayden Limited Maturity Fund0.25%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
ICVTiShares Convertible Bond ETF0.20%
BSBSXBaird Short-Term Bond Fund0.55%
VRIGInvesco Variable Rate Investment Grade ETF0.30%
ISIAXVOYA STRATEGIC INCOME OPPORTUNITIES FUND0.62%
LCROXLord Abbett Core Fixed Income Fund0.30%
IBDSiShares iBonds Dec 2027 Term Corporate ETF0.10%
TRHYXT. Rowe Price Institutional High Yield Fund$1M min0.50%
LBIIXTHRIVENT INCOME FUND0.47%
NEARiShares Short Duration Bond Active ETF0.25%

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