# Portfolio overlap — CMPVX vs CMMSX Comparing **Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund** (2026-01-31) and **Catholic Responsible Investments Magnus 60/40 Beta Plus Fund** (2026-01-31). - Shared positions: 8 - Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund covered by Catholic Responsible Investments Magnus 60/40 Beta Plus Fund: 0.7556315690699469638330236995 - Catholic Responsible Investments Magnus 60/40 Beta Plus Fund covered by Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund: 0.7556315690699469638330236995 ## Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | CRI MULTI-STYLE US EQUITY FUND SECURITY FOR FOF PRICING | 0.241287 | | | CRI BOND FUND SECURITY FOR FOF PRICING | 0.193023 | ✓ | | CRI EQUITY INDEX FUND SECURITY FOR FOF PRICING | 0.154376 | ✓ | | CRI INTERNATIONAL FUND SECURITY FOR FOF PRICING | 0.124362 | ✓ | | CRI OPPORTUNISTIC BOND FUND SECURITY FOR FOF PRICING | 0.096042 | ✓ | | CRI SHORT DURATION BOND FUND | 0.095749 | ✓ | | CRI SMALL-CAP FUND SECURITY FOR FOF PRICING | 0.063282 | ✓ | | CRI INTERNATIONAL SMALL-CAP FUND SECURITY FOR FOF PRICING | 0.031213 | ✓ | | BROWN BROTHERS HARRIMAN SWEEP INTEREST | 0.000667 | ✓ | ## Catholic Responsible Investments Magnus 60/40 Beta Plus Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | CRI EQUITY INDEX FUND SECURITY FOR FOF PRICING | 0.398371 | ✓ | | CRI BOND FUND SECURITY FOR FOF PRICING | 0.192156 | ✓ | | CRI INTERNATIONAL FUND SECURITY FOR FOF PRICING | 0.123535 | ✓ | | CRI OPPORTUNISTIC BOND FUND SECURITY FOR FOF PRICING | 0.095650 | ✓ | | CRI SHORT DURATION BOND FUND | 0.095364 | ✓ | | CRI SMALL-CAP FUND SECURITY FOR FOF PRICING | 0.062844 | ✓ | | CRI INTERNATIONAL SMALL-CAP FUND SECURITY FOR FOF PRICING | 0.031039 | ✓ | | BROWN BROTHERS HARRIMAN SWEEP INTEREST | 0.001040 | ✓ | ## Sources - N-PORT (fund A) — accession `0002048251-26-002774` (as of 2026-01-31) - N-PORT (fund B) — accession `0002048251-26-002772` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _