Powered by Magnificat Asset ManagementPowered by Magnificat

investwelldowell.com (opens in a new tab)

Catholic values score

CROSX · Catholic Responsible Investments Opportunistic Bond Fund (CROSX)

Mutual fund · Screened against 17 areas of Catholic moral concern

Moderate concerns

2% of CROSX is invested in companies that conflict with Catholic teaching

  • Abortion 1.1%
  • Marriage & sexuality 2.0%
  • Pornography 0.5%

1% of CROSX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 1% 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

156 holdings · 4% of fund assets screened · 9 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.