CAVAX : SEI Catholic Values Trust Catholic Values Equity Fund Class F

CAVAX is a US Stocks Market Large Blend with MODERATE fees.

CAVAX

SEI Catholic Values Trust Catholic Values Equity Fund Class F

FI Score

41 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

41% FI Score
  • cavax
  • Mutual Fund
  • US Stocks
  • Large Blend

SEI Catholic Values Trust Catholic Values Equity Fund Class F

Expenses: 0.86% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include: protecting human life; promoting human dignity; reducing arms production; pursuing economic justice; protecting the environment, and encouraging corporate responsibility.

Largest Holdings

Amount Holding
2.69% Microsoft Corp
2.24% Amazon.com Inc
2.01% Apple Inc
1.53% Facebook Inc A
1.24% Visa Inc Class A
1.23% CVS Health Corp
1.15% Lowe's Companies Inc
1.10% E-mini S&P 500 Future June 20
1.00% Alphabet Inc A
0.96% Marsh & McLennan Companies Inc
0.94% The Kroger Co
0.84% Alibaba Group Holding Ltd ADR
0.79% Chevron Corp
0.78% Adobe Inc
0.77% Dollar General Corp
0.76% Abbott Laboratories
0.75% Icon PLC
0.73% Taiwan Semiconductor Manufacturing Co Ltd
0.70% Citigroup Inc
0.68% Verizon Communications Inc
0.64% Ross Stores Inc
0.64% PayPal Holdings Inc
0.63% W.W. Grainger Inc
0.63% State Street Corporation
0.63% Salesforce.com Inc

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