CATH – Global X S&P 500® Catholic Values ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks investment results that correspond generally to the price and yield performance, of the S&P 500®Catholic Values Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is based on the S&P 500® Index, and generally comprises approximately 500 or less U.S. listed common stocks. From this starting universe, constituents are screened to exclude companies involved in activities which are perceived to be inconsistent with Catholic values as outlined in the Socially Responsible Investment Guidelines of the United States Conference of Catholic Bishops.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CATH	Global X S&P 500® Catholic Values ETF	ETF	Open			Apr 18, 2016	$1.37B	0.290%	—	—	$136.26M
CATH	Global X S&P 500® Catholic Values ETF	ETF	Open	—		Apr 18, 2016	—	0.290%	—	—	—

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