Global X S&P 500 Catholic Values ETF (CATH)

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.

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.

Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration growth stocks. Valuations appear to be attractive: Stocks yielding north of 2.5% are trading near their largest discount to the equity market in recent memory.

The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October's trough. The market could continue to rally, of course.

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According to data from the Pew Research Center, more Americans turned to religion and increased their sense of personal faith during the pandemic. This faith in religion is also spilling over into their investment portfolios where returns aren't the only things that are front and center.

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Companies that don't take ESG factors into consideration will face consequences.

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Advisor Group Holdings Inc. acquired a new stake in Global X S&P 500 Catholic Values ETF (NASDAQ:CATH) during the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 9,914 shares of the company’s stock, valued at approximately $316,000. Advisor Group Holdings Inc. owned approximately 0.11% of Global X […]

The Global X S&P 500 Catholic Values Index ETF is the largest US-listed faith-based ETF, applying the ESG process of the United States Conference of Catholic Bishops.

Jane Street Group LLC decreased its stake in shares of Global X S&P 500 Catholic Values ETF (NASDAQ:CATH) by 40.5% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,551 shares of the company’s stock after selling 7,180 shares during the quarter. Jane Street […]

This is a weekly series focused on analyzing the previous week’s economic data releases. The objective is to concentrate on leading indicators of economic activ

Global X ETFs expanded its preferred stock and Catholic values offerings today with new ETFs.

My +3% April performance lagged the +5% of the S&P 500 as a risk-on fervor dispensed with seemingly ANY bad news. However, my YTD dividends are still up 2% desp