Overview
- Each index holds 50 mid- and large-cap companies screened for Catholic ethical criteria and drawn from Morningstar’s large‑mid universes.
- Top U.S. constituents include Meta and Amazon, with Nvidia, Tesla, Apple, JPMorgan, Broadcom, Visa, Micron, and Alphabet also among the largest weights.
- Eurozone holdings feature ASML and Deutsche Telekom, along with SAP, Banco Santander, Hermès, BBVA, Prosus, Vinci, UniCredit, and Allianz.
- Backtests reported by Business Insider show average annual returns of about 18% for the U.S. index and 10.2% for the Eurozone index over the past decade.
- CNBC reports the indexes could be licensed for ETFs, a possibility surfacing as the global ETF market surpassed $14 trillion in 2024, according to PwC.