Global X S&P 500 Catholic Values ETF

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪796.25 M‬USD
Fund flows (1Y)
‪41.03 M‬USD
Dividend yield (indicated)
1.12%
Discount/Premium to NAV
1.9%

About Global X S&P 500 Catholic Values ETF

Issuer
Mirae Asset Global Investments Co., Ltd.
Brand
Global X
Expense ratio
0.29%
Inception date
Apr 18, 2016
Index tracked
S&P 500 Catholic Values Index
Management style
Passive
ISIN
US37954Y8892
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.

Classification

Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
ESG
Weighting scheme
Market cap
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy