Catholic Portfolios Don’t Mean You Can’t Make Money Investing

The Catholic market capitalization based index portfolios provide access to customized stock portfolios that adhere to Catholic religious standards by excluding morally objectionable companies. In addition, through the use of an outside consulting firm and on behalf of investors, other corporate managements are engaged in dialog intended to bring policies and practices in line with Catholic moral teaching. The portfolios provide exposure to the three market capitalization segments (large, mid, and small) but are not meant to closely track any specific market index. Nonetheless, they are benchmarked to appropriate indexes for comparison purposes.

Over the period from their inception on March 31, 2015 through year’s end 2018, they have exceeded the performance of their respective benchmarks.

BENCHMARK INFORMATION

The S&P 500 Index consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market-value weighted index (stock price times number of share outstanding), with each stock’s weight in the index proportionate to its market value.

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