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 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 Regions
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CATH Economic Development
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CATH Performance Statistics
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.