Powered by Magnificat Asset ManagementPowered by Magnificat

investwelldowell.com (opens in a new tab)

Catholic values score

CMPSX · Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund

Mutual fund · Screened against 17 areas of Catholic moral concern

Moderate concerns

23% of CMPSX is invested in companies that conflict with Catholic teaching

  • Abortion 12.4%
  • Marriage & sexuality 20.7%
  • Pornography 6.3%

12% of CMPSX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 10% is in companies flagged for shareholder engagement. Owning them through a fund is more remote than owning them directly; see how to weigh it. How we apply the bishops' guidelines

8 holdings · 42% of fund assets screened · 120 companies with concerns

Data as of 2026-10-30. Scores reflect our interpretation of Catholic moral teaching applied to data we believe to be reliable; data may be incomplete. Educational only — not investment advice.