Catholic Values is trading at 8.79 as of the 10th of November 2025; that is 0.34% up since the beginning of the trading day. The fund's open price was 8.76. Catholic Values has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 12th of August 2025 and ending today, the 10th of November 2025. Click here to learn more.
The fund invests at least 80 percent of the funds net assets in a diversified portfolio of bonds and other debt obligations of varying maturities. 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.. More on Catholic Values Fixed
Catholic Values Fixed [CFVYX] is traded in USA and was established 10th of November 2025. Catholic Values is listed under SEI category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of SEI family. This fund currently has accumulated 155.33 M in assets under management (AUM) with minimum initial investment of 500. Catholic Values Fixed is currently producing year-to-date (YTD) return of 3.14% with the current yeild of 0.04%, while the total return for the last 3 years was 1.27%.
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Catholic Values financial ratios help investors to determine whether Catholic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catholic with respect to the benefits of owning Catholic Values security.