Global X S&P 500 Catholic Values ETF

CATH

Market cap $1.08B

Overview Fund Trends Analyst Outlook Journalist POV

Positive

Neutral

Negative

Sentiment 3-Months

Positive

Neutral 0%

Negative

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.

A Comparative Look at the Costs of Faith-Based ETFs

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.

CATH: Dubious Faith-Based ETF With High Fees, Sell

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