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- Upturn Summary
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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
10/14/2026: CATH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CATH offers investors exposure to a diversified basket of US large-cap stocks that pass rigorous Catholic social criteria, tracking the S&P 500 Catholic Values Index. Its main strengths include the ability to align investments with faith-based values while maintaining broad market participation and good liquidity. It is primarily used as a core holding for long-term portfolios. Investors should remain aware that it carries standard market risks and may diverge slightly from the broader S&P 500 due to its exclusionary screens. It is best suited for long-term investors who prioritize mission-aligned investing over pure cost minimization.
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 exposure to high-growth US large-cap companies that meet specific ethical criteria. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a positive Upturn signal as the fund follows broad market trends. |
| Value investor | Strong fit | The fund holds a diverse basket of established large-cap companies that align with value-oriented long-term goals. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying companies, the fund's primary focus is not specifically high-yield income. |
| Low-risk investor | Mixed fit | Exposure to equities inherently involves market volatility that may exceed the tolerance of strictly low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institution seeking long-term growth through US large-cap equities while explicitly requiring adherence to Catholic social values.
Suitability
CATH is best suited for long-term investors looking to build a core equity position with an ethical filter, rather than for active short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price fluctuations of the stock market. |
| Market risk | Medium | The fund is susceptible to systematic risks affecting the broader US economy and equity markets. |
| Concentration | Medium | The exclusion of certain sectors may cause the fund to deviate from the performance of the full S&P 500. |
| Tracking/expense | Low | The fund maintains a relatively low expense ratio and generally tracks its benchmark with high fidelity. |
| Liquidity | Low | The underlying assets are large-cap, high-volume stocks that are easily bought and sold. |
| Business/sector quality | Low | The fund invests in high-quality large-cap companies, mitigating some business failure risk. |
Risk Analysis
Volatility
CATH exhibits moderate volatility consistent with the US large-cap equity market.
Market Risk
The fund faces standard equity market risk, specifically sensitivity to US macro-economic cycles and large-cap sector performance.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Large-Cap Equities | 99.5 | Provides broad exposure to the US large-cap market while filtering for Catholic values. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents minor liquidity held for operational purposes and daily rebalancing needs. |
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 35.01% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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