Global X S&P 500 Catholic Values ETF
CATH

$64.95

1.72%

Market Cap: $869M

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

8% more funds holding

Funds holding: 144 [Q1] → 156 (+12) [Q2]

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

0% less capital invested

Capital invested by funds: $425M [Q1] → $425M (-$863K) [Q2]

2.47% less ownership

Funds ownership: 50.9% [Q1] → 48.43% (-2.47%) [Q2]

See Fund Rankings

Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

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

See News Rankings