Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Global X S&P 500® Catholic Values ETF(CATH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CATH
10/28/2026: CATH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Global X S&P 500 Catholic Values ETF (CATH) provides exposure to large-cap US equities while excluding companies that conflict with Catholic values. By utilizing a passive index-tracking strategy, it offers a diversified portfolio that mirrors much of the S&P 500 while filtering for moral considerations. Its main strengths include its specific alignment with faith-based values, reasonable cost structure, and broad market-cap exposure. Primary risks include market volatility, the potential performance drag of excluding certain sectors, and reliance on US equity market growth. It is best suited for long-term investors looking for a values-based core equity holding.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides core US large-cap growth exposure with similar risk-return characteristics to the S&P 500. |
| Momentum investor | Strong fit while signal remains positive | It captures broad market momentum but is subject to the exclusions of the underlying index. |
| Value investor | Mixed fit | Ethical screens may exclude certain value-heavy sectors, potentially causing a style drift. |
| Dividend/Income investor | Mixed fit | Income is derived from the broad market, but excluded sectors may limit dividend yield potential. |
| Low-risk investor | Medium | While it holds large-cap stocks, it remains subject to total market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking US large-cap equity exposure who wish to align their investment portfolio with Catholic values.
Suitability
Best suited for long-term investors looking to build a core equity position with a values-based exclusionary filter.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity market fluctuations directly impact the fund's net asset value. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systematic risks inherent in the US stock market. |
| Concentration | Medium | Exclusionary screens can lead to sector weightings that differ from the standard S&P 500. |
| Tracking/expense | Low | Passive management keeps tracking error and management fees relatively contained. |
| Liquidity | Low | High liquidity in underlying large-cap stocks generally minimizes entry and exit risks. |
| Business/sector quality | Medium | The ethical filter intentionally excludes certain profitable sectors which may impact absolute returns. |
Risk Analysis
Volatility
CATH exhibits volatility characteristics similar to the S&P 500, as it is a market-cap weighted large-cap fund.
Market Risk
The fund is subject to systematic risks associated with US equity markets, specifically sector performance and economic health.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | This represents the core equity exposure to large-cap US companies that meet the Catholic Values screening criteria. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small residual cash position held for liquidity and administrative purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 35.47% | Avg. Invested days 67 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.