# EDGAR Filing Document

**Accession Number:** 0001872555
**File Stem:** 0001398344-26-006469
**Filing Date:** 2026-4
**Character Count:** 5814
**Document Hash:** a0da12877bbdbcd1a7b031f0b0f6770d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-006469.hdr.sgml**: 20260413

**ACCESSION NUMBER**: 0001398344-26-006469

**CONFORMED SUBMISSION TYPE**: DEFA14A

**PUBLIC DOCUMENT COUNT**: 4

**FILED AS OF DATE**: 20260413

**DATE AS OF CHANGE**: 20260413

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Catholic Responsible Investments Funds
- **CENTRAL INDEX KEY:** 0001872555

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1031

**FILING VALUES:**
- **FORM TYPE:** DEFA14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-23718
- **FILM NUMBER:** 26857696

**BUSINESS ADDRESS:**
- **STREET 1:** ONE FREEDOM VALLEY DRIVE
- **CITY:** OAKS
- **STATE:** PA
- **ZIP:** 19456
- **BUSINESS PHONE:** 610-676-1000

**MAIL ADDRESS:**
- **STREET 1:** ONE FREEDOM VALLEY DRIVE
- **CITY:** OAKS
- **STATE:** PA
- **ZIP:** 19456

## Series and Classes Contracts Data

### CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND (Series ID: S000073784)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000230951 | Institutional Shares | CRSSX           |

### CATHOLIC RESPONSIBLE INVESTMENTS MAGNUS 45/55 FUND (Series ID: S000073789)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000230957 | Investor Shares      | CMNVX           |
| C000230958 | Institutional Shares | CMNSX           |

### CATHOLIC RESPONSIBLE INVESTMENTS MAGNUS 60/40 ALPHA PLUS FUND (Series ID: S000073790)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000230959 | Institutional Shares | CMPSX           |
| C000230960 | Investor Shares      | CMPVX           |

### CATHOLIC RESPONSIBLE INVESTMENTS MAGNUS 60/40 BETA PLUS FUND (Series ID: S000073791)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000230961 | Institutional Shares | CMMSX           |
| C000230962 | Investor Shares      | CMMVX           |

### CATHOLIC RESPONSIBLE INVESTMENTS MAGNUS 75/25 FUND (Series ID: S000073792)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000230963 | Institutional Shares | CMUSX           |
| C000230964 | Investor Shares      | CMUVX           |

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**SCHEDULE 14A INFORMATION**

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934 (Amendment No. __)

Filed by the Registrant [X]

Filed by a Party other than the Registrant [ ]

Check the appropriate box:

[ ] Preliminary Proxy Statement

[ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

[ ] Definitive Proxy Statement

[X] Definitive Additional Materials

[ ] Soliciting Material under § 240.14a-12

**CATHOLIC RESPONSIBLE INVESTMENTS FUNDS**

(Name of Registrant as Specified In Its Charter)

(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

Payment of Filing Fee (Check all boxes that apply):

[X] No fee required <br> [ ] Fee paid previously with preliminary materials <br> [ ] Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11

---

| | |
|:---|:---|
| To: | **CBIS Investor & Consultant Contacts** |
| From: | Michael Bell (Investors), Michael Jackson (Consultants) |
| Subject: | Proposed Fund Enhancements |

---

Greetings,

As a trusted partner to Catholic investors around the world, CBIS continually looks for effective ways to enhance investment returns while minimizing investment risks. In pursuit of those goals, we are proposing important changes to the **CRI Small-Cap Fund** and to the **CRI Magnus Funds**.

We believe today's market environment presents an opportunity to enhance each of these Fund's distinct strategies by enhancing their potential to better align with evolving conditions. Still managed with the disciplined approach you have come to expect from CBIS, we're confident these offerings will better serve current and potential investors.

To that end, CBIS is seeking shareholder approval to:

· Transform the **CRI Small-Cap Fund** from a passive, small-cap-only structure
into an actively-managed small- and mid-cap (SMID) strategy. The proposed approach would introduce CBIS' unique multi-manager strategy
to combine multiple sub-advisers across core, value, growth, and liquidity styles.

· Introduce a dynamic asset allocation (DAA) framework across all four **CRI Magnus Funds**. This sophisticated strategy would provide more flexibility to navigate market cycles, helping to manage downside risk
while positioning the portfolios to take advantage of opportunities as they arise.

**[CTA Button: Learn More]**

Shareholders in each of these Funds will receive proxy materials in the coming weeks with instructions on how to vote. Voting is open until Monday, June 1, 2026. Please know, every shareholder's vote is important.

The Board of Trustees has unanimously approved both proposals and recommends that shareholders vote "FOR" the changes.

If you have any questions, please connect with your CBIS Relationship Manager to walk through the proposed changes.

Ready to vote?

***Email*** *your CBIS Relationship Manager with your vote, they will be able to forward this response to the proxy solicitor.* 

 

*By **phone** with a <u>live operator</u> when you call toll-free **1-877-864-5060** Monday – Friday 9 a.m. to 10 p.m. EST.* 

 

*By **phone** when you dial toll-free **1-888-227-9349** to reach an automated touchtone voting line.* 

 

***Online*** *at **vote.proxyonline.com/catholicfunds/docs/2026special.pdf** using your proxy control number.* 

 

***Mail*** *your signed and voted proxy back in the <u>postage paid envelope</u> provided with your mailed proxy*

 

Thank you for your continued trust in CBIS.