CATH icon

Global X S&P 500 Catholic Values ETF
CATH

70.54 USD
-0.30
0.42%
At close Jan 2, 4:00 PM EST
1 day
-0.42%
5 days
-3.44%
1 month
-3.95%
3 months
2.77%
6 months
6.99%
Year to date
22.36%
1 year
22.36%
5 years
78.00%
10 years
179.37%
0
Funds holding %
of 6,812 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

8% more funds holding

Funds holding: 157 [Q2] → 170 (+13) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

7.07% less ownership

Funds ownership: 52.78% [Q2] → 45.71% (-7.07%) [Q3]

11% less capital invested

Capital invested by funds: $463M [Q2] → $413M (-$49.5M) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for CATH.

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Financial journalist opinion

Neutral
Seeking Alpha
5 months ago
CATH: Dubious Faith-Based ETF With High Fees, Sell
The Global X S&P 500 Catholic Values ETF seeks to provide exposure to large-cap companies meeting the Socially Responsible Investment Guidelines for the United States Conference of Catholic Bishops. While the Guidelines permit taking a minimal position in "mixed investments", CATH outright excludes stocks based on values relating to abortion, contraception, casinos, tobacco, and child labor, among others. This may be acceptable to faith-based investors, but CATH seems to pick and choose when the exclusion criteria apply. Even today, it holds CVS Health, McKesson, and Altria Group.
CATH: Dubious Faith-Based ETF With High Fees, Sell
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