CEFA

Global X S&P Catholic Values Developed ex-U.S. ETF

$36.96

+0.00%

Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Global X S&P Catholic Values Developed ex-U.S. ETF seeks to provide investment results that correspond generally to the price and yield performance of the S&P Developed Ex-U.S. Catholic Values Index.

Overview

ETF tracking Global X S&P Catholic Values Developed ex-U.S. ETF

Category International

Issuer Other

Inception Date 2020-06-24

Market Cap $24.0M

Average Volume N/A

Dividend Yield 1.88%

52-Week Range $28.37 - $37.31

VWAP $37.00

Performance

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Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests in a portfolio of international stocks that meet certain environmental, social, and governance (ESG) criteria based on Catholic values. The index screens for companies aligned with Catholic principles and excludes those involved in activities deemed inconsistent with those values.

✨ Key Features

Focuses on international developed market stocks that adhere to Catholic ethical principles
Employs an ESG screening process to select index constituents
Aims to provide exposure to international equities while aligning with Catholic values
Low expense ratio of 0.00%

⚠️ Primary Risks

Concentration risk as the fund is limited to a specific subset of international stocks
Potential for underperformance relative to broader international equity benchmarks
Currency risk as the fund invests in non-U.S. dollar denominated securities
Limited performance history and assets under management

👤 Best For

This ETF may be suitable for investors seeking international equity exposure while aligning their investments with Catholic values. It may be of particular interest to Catholic or faith-based investors. However, due to the limited performance history and assets, it may not be appropriate for all investors.