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Morningstar

Global X S&P 500® Catholic Values ETF CATH

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CATH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CATH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CATH’s parent organization’s priorities and whether they’re in line with investors’ interests.

Global X S&P 500 ® Catholic Values ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CATH

More CATH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.98 60.5 Mil
Technology

Microsoft Corp

6.92 60.0 Mil
Technology

NVIDIA Corp

6.15 53.3 Mil
Technology

Meta Platforms Inc Class A

2.20 19.1 Mil
Communication Services

Tesla Inc

2.19 19.0 Mil
Consumer Cyclical

Alphabet Inc Class A

2.18 18.9 Mil
Communication Services

Alphabet Inc Class C

1.83 15.9 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.75 15.1 Mil
Financial Services

Procter & Gamble Co

1.61 14.0 Mil
Consumer Defensive

Costco Wholesale Corp

1.48 12.9 Mil
Consumer Defensive