CATH Profile
The fund allocates a minimum of 80% of its assets into securities that mirror the underlying index. This index is derived from the S&P 500 Index and typically includes around 500 or fewer common stocks listed in the United States. To adhere to socially responsible investment guidelines established by the United States Conference of Catholic Bishops, the index excludes companies engaged in activities deemed incompatible with Catholic values. This screening process ensures that the fund invests in companies that align with ethical standards as outlined by Catholic principles.
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