The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Global X S&P 500® Catholic Values ETF CATH
Morningstar’s Analysis CATH
Will CATH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.04 | 56.7 Mil | Technology |
Apple Inc | 5.86 | 47.2 Mil | Technology |
NVIDIA Corp | 4.85 | 39.1 Mil | Technology |
Meta Platforms Inc Class A | 2.31 | 18.6 Mil | Communication Services |
Alphabet Inc Class A | 2.19 | 17.6 Mil | Communication Services |
Alphabet Inc Class C | 1.85 | 14.9 Mil | Communication Services |
Tesla Inc | 1.78 | 14.4 Mil | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 1.74 | 14.1 Mil | Financial Services |
Procter & Gamble Co | 1.43 | 11.5 Mil | Consumer Defensive |
Broadcom Inc | 1.35 | 10.9 Mil | Technology |