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Upturn AI SWOT - About
Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA)
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Upturn Advisory Summary
10/24/2025: CEFA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -7.41% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 28.04 - 35.32 | Updated Date 06/29/2025 |
52 Weeks Range 28.04 - 35.32 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X S&P Catholic Values Developed ex-U.S. ETF
ETF Overview
Overview
The Global X S&P Catholic Values Developed ex-U.S. ETF (ticker: CATH) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Developed Ex-U.S. Catholic Values Index. The fund invests in a broad range of developed market equities outside the U.S. that align with Catholic values, as defined by the U.S. Conference of Catholic Bishops' investment restrictions.
Reputation and Reliability
Global X ETFs is a well-known ETF provider with a focus on thematic and alternative investments. They are generally considered reliable with a solid track record.
Management Expertise
Global X has a team of experienced portfolio managers and analysts specializing in ETF management and investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the S&P Developed Ex-U.S. Catholic Values Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index: the S&P Developed Ex-U.S. Catholic Values Index.
Composition The ETF primarily holds stocks from developed markets outside the U.S. that pass screening for alignment with Catholic values.
Market Position
Market Share: Data unavailable to accurately calculate market share.
Total Net Assets (AUM): 30385790
Competitors
Key Competitors
- IShares MSCI KLD 400 Social ETF (DSI)
- VettaFi VoiceShares Catholic Values ETF (VCTV)
- SPDR SSGA Gender Diversity Index ETF (SHE)
Competitive Landscape
The socially responsible investing (SRI) ETF market is competitive. CATH differentiates itself by focusing specifically on Catholic values. Advantages include its adherence to specific ethical guidelines, while disadvantages may be limited investment options due to screening criteria compared to broader SRI ETFs. There are also general ESG ETFs that compete.
Financial Performance
Historical Performance: Historical data is available on the Global X ETF website and financial data providers to track its performance over various periods.
Benchmark Comparison: The ETF's performance should be compared to the S&P Developed Ex-U.S. Catholic Values Index to assess tracking effectiveness.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume can fluctuate depending on market conditions, generally remaining fairly low for CATH.
Bid-Ask Spread
The bid-ask spread tends to be relatively wide, reflective of its smaller asset base and lower trading volumes.
Market Dynamics
Market Environment Factors
Economic conditions in developed markets outside the U.S., investor sentiment towards SRI, and performance of the underlying sectors influence the ETF's performance.
Growth Trajectory
Growth depends on increasing investor interest in Catholic values-aligned investments and the overall performance of developed ex-U.S. equities.
Moat and Competitive Advantages
Competitive Edge
CATH has a competitive edge being a dedicated ETF focused on Catholic values within the developed ex-U.S. equity market. It provides a unique offering for investors seeking investments aligned with their religious beliefs. Its adherence to the US Conference of Catholic Bishops' investment restrictions differentiates it from broader ESG ETFs. While its niche focus may limit its AUM growth, it caters to a specific and potentially loyal investor base.
Risk Analysis
Volatility
Volatility will be similar to the underlying developed ex-U.S. equity market, potentially lower due to the socially responsible screening.
Market Risk
The ETF is subject to market risk associated with international equities, currency fluctuations, and sector-specific risks within its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to align their investments with Catholic values and ethical considerations. They are looking for exposure to developed markets ex-U.S. with specific ethical criteria.
Market Risk
This ETF is suitable for long-term investors who prioritize ethical investing and are comfortable with international equity exposure.
Summary
Global X S&P Catholic Values Developed ex-U.S. ETF offers exposure to developed market equities, screened to align with Catholic values. It is designed for long-term investors seeking ethical investment options. The ETF tracks the S&P Developed Ex-U.S. Catholic Values Index. Key considerations are the expense ratio and liquidity, which may impact returns and trading efficiency. It is most appropriate for investors seeking specific religious values alignment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- S&P Dow Jones Indices
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is based on available information and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X S&P Catholic Values Developed ex-U.S. ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets, plus borrowings for investments purposes (if any), in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index is designed to provide exposure to developed market equity securities outside the U.S. while maintaining alignment with the moral and social teachings of the Catholic Church. It is non-diversified.
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.