CATH Global X S&P 500 Catholic Values ETF
What is CATH?
CATH tracks an index of US large-cap stocks selected from the S&P 500. The cap-weighted index omits companies from certain industries at odds with Catholic values.
CATH Factset Analytics Insight
CATH aims for principles-based divestment of certain companies without sacrificing plain-vanilla coverage of US large-caps. The ETF starts from the S&P 500, then checks the revenues of each component firm to see if any come from industries deemed inconsistent with Catholic values per the U.S. Conference of Catholic Bishops. As such, CATH has zero tolerance for firms with any revenues from unconventional weapons, contraception, abortion, stem-cell research and pornography production. Conventional weapons sales can account for a maximum of 50% of revenues. Firms with evidence of using child-labor are also omitted. Despite the long list, most stocks make it through the screen. The fund minimizes the investment impact of the divestment by maintaining cap-weighted sector exposure, and cap-weighted exposure within each sector.
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CATH Portfolio Management
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Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CATH. CATH is rated a 5 out of 5.
CATH Sector/Industry Breakdown
CATH Top 10 Holdings
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CATH Benchmark Comparison Summary
CATH Benchmark Comparison Market Cap Size