CATH – Global X S&P 500® Catholic Values ETF – ETF Stock Quote | Morningstar

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Will CATH outperform in future?

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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.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 33.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	7.24	65.0 Mil	Technology
Microsoft Corp	6.54	58.6 Mil	Technology
NVIDIA Corp	6.38	57.2 Mil	Technology
Meta Platforms Inc Class A	2.65	23.7 Mil	Communication Services
Tesla Inc	2.20	19.7 Mil	Consumer Cyclical
Alphabet Inc Class A	2.02	18.1 Mil	Communication Services
Broadcom Inc	1.69	15.1 Mil	Technology
Alphabet Inc Class C	1.67	15.0 Mil	Communication Services
Procter & Gamble Co	1.63	14.7 Mil	Consumer Defensive
Costco Wholesale Corp	1.58	14.2 Mil	Consumer Defensive

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