Global X S&P 500 Catholic Values ETFCATH
CATH
0
Funds holding %
of 7,428 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
22% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 50
7% more capital invested
Capital invested by funds: $438M [Q1] → $469M (+$30.5M) [Q2]
3% more funds holding
Funds holding: 178 [Q1] → 183 (+5) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
2.35% less ownership
Funds ownership: 51.41% [Q1] → 49.06% (-2.35%) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for CATH.
Financial journalist opinion
Neutral
ETF Trends
2 months 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
1 year 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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