CATH
Global X S&P 500 Catholic Values ETFCATH Fund Description
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. CATH charges a competitive fee for its basket.
CATH MSCI ESG Analytics Insight
Global X S&P 500 Catholic Values ETF has an MSCI ESG Fund Rating of A based on a score of 5.77 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Global X S&P 500 Catholic Values ETF ranks in the 57th percentile within its peer group and in the 67th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CATH Charts And Performance
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CATH Summary Data
CATH Portfolio Data
CATH Index Data
CATH Portfolio Management
CATH Tax Exposures
CATH Fund Structure
CATH 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 Tradability
CATH Sector/Industry Breakdown
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CATH Top 10 Holdings[View All]
CATH Countries
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CATH Economic Development
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CATH Performance Statistics
CATH MSCI ESG Ratings
CATH Benchmark Comparison Summary
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CATH Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.