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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
  • NAV / 1-Day Return 60.93  /  +0.81 %
  • Total Assets 804.2 Mil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.06%
  • Turnover 7%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 1:00 AM GMT+0

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 sizable cost advantage over competitors, priced within the lowest 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 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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