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 30.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.18 | 56.7 Mil | Technology |
Apple Inc | 5.80 | 45.8 Mil | Technology |
NVIDIA Corp | 4.55 | 36.0 Mil | Technology |
Meta Platforms Inc Class A | 2.57 | 20.3 Mil | Communication Services |
Alphabet Inc Class A | 2.20 | 17.4 Mil | Communication Services |
Alphabet Inc Class C | 1.86 | 14.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.78 | 14.0 Mil | Financial Services |
Tesla Inc | 1.57 | 12.4 Mil | Consumer Cyclical |
Procter & Gamble Co | 1.42 | 11.2 Mil | Consumer Defensive |
JPMorgan Chase & Co | 1.30 | 10.3 Mil | Financial Services |