(CATH) Global X SP500 Catholic - Ratings and Ratios

The Global X S&P 500® Catholic Values ETF (NASDAQ:CATH) is designed for investors seeking to align their portfolios with Catholic values. This ETF tracks a modified version of the S&P 500, excluding companies involved in activities inconsistent with Catholic teachings, such as abortion, contraception, and stem cell research. By screening out such firms, CATH offers a faith-aligned investment option while maintaining broad exposure to large-cap U.S. equities.

The funds strategy involves investing at least 80% of its assets in securities from the underlying index, ensuring a close track of the S&P 500s performance. This approach allows investors to benefit from the S&P 500s diversification while adhering to specific ethical guidelines. The screening process is guided by the Socially Responsible Investment Guidelines of the USCCB, ensuring that the ETFs holdings reflect Catholic values accurately.

As an ETF, CATH provides transparency and flexibility, making it an attractive option for those integrating ethical considerations into their investment decisions. With an AUM of approximately $938.57M, it is a sizable fund that offers liquidity and diversification. CATH is listed on NASDAQ under the ticker symbol CATH and falls under the Large Blend ETF category, appealing to investors looking for exposure to large-cap companies with a values-driven approach.