JFGCATH
Index Performance
+5.60%
JFGCATH
+2.68%
SPY
+2.51%
CATH
Overview
Description
The JFG Catholic 50 Index consists of 50 stocks selected based on their alignment with Catholic Church values, ensuring ethical suitability. It is diversified across various sectors to spread risk and enhance potential returns. The JFG Catholic 50 Index was launched by Jeffrey Kercorian.
- TickerJFGCATH
- Inception Date12/29/2023
- WeightingCustom
- # of holdings50
What's inside?
Holdings
All holdings as of September 19, 2024
CSV download
| Intuitive Surgical, Inc. (ISRG) | 10.26% | $171.31B | 14.47% | 68.30% | 20.59 |
| Microsoft Corp. (MSFT) | 7.74% | $3.20T | 15.67% | 69.76% | 13.71 |
| Apple, Inc. (AAPL) | 7.29% | $3.36T | 4.87% | 46.26% | 8.49 |
| NVIDIA Corp. (NVDA) | 6.51% | $2.78T | 122.40% | 75.15% | 28.91 |
| Linde Plc (LIN) | 3.56% | $223.01B | 0.77% | 36.99% | 7.02 |
| The Home Depot, Inc. (HD) | 3.43% | $381.43B | 0.60% | 31.68% | 2.76 |
| Alphabet, Inc. (GOOG) | 3.21% | $1.83T | 13.46% | 58.05% | 6.77 |
| Alphabet, Inc. (GOOGL) | 3.21% | $1.83T | 13.46% | 58.05% | 6.72 |
| Berkshire Hathaway, Inc. (BRK/B) | 3.19% | $985.08B | 1.24% | 21.84% | 1.97 |
| Caterpillar, Inc. (CAT) | 3.00% | $172.20B | -3.63% | 37.36% | 2.95 |
| McDonald's Corp. (MCD) | 2.99% | $209.49B | -0.12% | 56.80% | 9.13 |
| Exxon Mobil Corp. (XOM) | 2.70% | $509.06B | 11.96% | 22.37% | 1.53 |
| Tesla, Inc. (TSLA) | 2.50% | $725.82B | 2.30% | 17.95% | 7.04 |
| Uber Technologies, Inc. (UBER) | 2.40% | $154.42B | 15.93% | 31.37% | 4.04 |
| NextEra Energy, Inc. (NEE) | 2.31% | $173.23B | 8.52% | 36.87% | 9.67 |
| Progressive Corp. (PGR) | 2.17% | $150.90B | 18.11% | N/A | 1.90 |
| Procter & Gamble Co. (PG) | 2.14% | $408.66B | 2.48% | 51.69% | 5.15 |
| The Kraft Heinz Co. (KHC) | 2.12% | $42.49B | -3.65% | 35.55% | 2.22 |
| Essex Property Trust, Inc. (ESS) | 1.98% | $20.05B | 6.32% | 35.85% | 14.01 |
| JPMorgan Chase & Co. (JPM) | 1.80% | $590.46B | 23.89% | N/A | 5.38 |
| Amgen, Inc. (AMGN) | 1.73% | $178.89B | 19.90% | 61.17% | 7.24 |
| Meta Platforms, Inc. (META) | 1.71% | $1.18T | 22.10% | 81.30% | 8.65 |
| Costco Wholesale Corp. (COST) | 1.66% | $395.69B | 9.07% | 12.55% | 1.37 |
| Broadcom Inc. (AVGO) | 1.65% | $755.09B | 47.27% | 58.15% | 15.61 |
| Automatic Data Processing, Inc. (ADP) | 1.52% | $112.51B | 6.61% | 49.94% | 5.15 |
| Chevron Corp. (CVX) | 1.50% | $263.29B | 5.34% | 15.98% | 1.55 |
| Visa, Inc. (V) | 1.47% | $481.89B | 9.57% | 77.11% | 15.32 |
| Mastercard, Inc. (MA) | 1.45% | $453.55B | 10.85% | 96.77% | 15.85 |
| D.R. Horton, Inc. (DHI) | 1.23% | $63.31B | 2.47% | 26.51% | 1.33 |
| Trane Technologies Plc (TT) | 1.12% | $83.86B | 12.81% | 36.47% | 4.21 |
| Bank of America Corp. (BAC) | 1.00% | $307.43B | 13.38% | N/A | 5.42 |
| Oracle Corp. (ORCL) | 0.92% | $455.91B | 6.86% | 65.96% | 8.86 |
| Verizon Communications, Inc. (VZ) | 0.87% | $184.71B | 0.61% | 48.30% | 2.57 |
| Wells Fargo & Co. (WFC) | 0.68% | $184.69B | 8.99% | N/A | 4.03 |
| American Express Co. (AXP) | 0.63% | $186.39B | 10.00% | 60.72% | 2.34 |
| Salesforce, Inc. (CRM) | 0.60% | $241.32B | 8.39% | 74.46% | 6.89 |
| Advanced Micro Devices, Inc. (AMD) | 0.59% | $240.00B | 8.88% | 42.71% | 11.28 |
| The Goldman Sachs Group, Inc. (GS) | 0.55% | $153.03B | 17.55% | N/A | 6.56 |
| QUALCOMM, Inc. (QCOM) | 0.51% | $187.49B | 11.15% | 55.56% | 6.49 |
| Adobe, Inc. (ADBE) | 0.50% | $225.30B | 10.71% | 88.96% | 12.22 |
| Applied Materials, Inc. (AMAT) | 0.45% | $153.45B | 5.52% | 47.29% | 6.32 |
| Cisco Systems, Inc. (CSCO) | 0.44% | $201.81B | -5.61% | 63.44% | 3.85 |
| Netflix, Inc. (NFLX) | 0.43% | $296.33B | 16.35% | 45.68% | 8.45 |
| Intuit, Inc. (INTU) | 0.42% | $177.44B | 13.34% | 75.76% | 11.44 |
| Accenture Plc (ACN) | 0.41% | $210.58B | -0.59% | 33.45% | 2.78 |
| Texas Instruments Incorporated (TXN) | 0.41% | $183.26B | -15.65% | 57.85% | 11.37 |
| ServiceNow, Inc. (NOW) | 0.38% | $183.42B | 22.19% | 78.99% | 16.10 |
| International Business Machines Corp. (IBM) | 0.37% | $197.99B | 1.91% | 54.37% | 3.30 |
| CME Group, Inc. (CME) | 0.25% | $77.89B | 12.67% | 82.45% | 12.54 |
| Corpay, Inc. (CPAY) | 0.07% | $21.37B | 2.90% | 72.80% | 5.99 |
Market data by FactSet
