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Global X S&P 500® Catholic Values ETF CATH

Medalist Rating as of | See Global X Investment Hub

Morningstar’s Analysis CATH

Will CATH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Global X S&P 500 ® Catholic Values ETF's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings CATH

  • Current Portfolio Date
  • Equity Holdings 438
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.04
48,746,735
Technology
6.51
45,035,146
Technology
2.94
20,320,527
Consumer Cyclical
2.85
19,688,865
Technology
2.18
15,061,531
Communication Services
1.86
12,865,189
Communication Services
1.82
12,588,162
Financial Services
1.82
12,566,661
Communication Services
1.60
11,053,216
Consumer Defensive
1.26
8,745,830
Energy