Global X S&P 500 Catholic Values ETFCATH
CATH
0
Funds holding %
of 7,315 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
103% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 37
6.18% more ownership
Funds ownership: 45.23% [Q4 2024] → 51.41% (+6.18%) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 180 [Q4 2024] → 178 (-2) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
49% less capital invested
Capital invested by funds: $867M [Q4 2024] → $438M (-$428M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for CATH.
Financial journalist opinion
Neutral
ETF Trends
1 month ago
A Comparative Look at the Costs of Faith-Based ETFs
For investors seeking to align their financial decisions with their personal values, faith-based ETFs may present a unique opportunity. However, understanding the fee structures associated with these funds is necessary for making informed choices.
Neutral
Seeking Alpha
11 months ago
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.
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