The independent index of Catholic-values funds, ETFs and advisers.
Screening frameworks, fees and filings — sourced to SEC documents and framed by the USCCB guidelines. The USCCB endorses no fund, and neither do we. Research information only, not investment advice.
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Funds tracked
Fund families
Primary sources
Paid placements
Everything you need to read the evidence
One place to see what is proven, what is regulated, and where the sources actually point.
Evidence, graded
Every claim is labelled by the strength of its source, so you see what is actually verified.
Primary-document tracker
Official status per entity, sourced to the primary documents, not a forum rumour.
Side-by-side comparisons
Head-to-head “X vs Y” breakdowns on the criteria that matter, backed by data you can check.
The fund index
Every Catholic-values fund and ETF on one page — sponsor, adviser, filings and screening framework.
Independent by design
No vendor pays for a better spot. We index the data, we do not sell placements.
Always fresh
New sources and status changes are pulled in weekly, and pages are re-dated when they change.
Browse by topic
All topicsCatholic & Faith-Based ETFs
Exchange-traded funds with a Catholic or faith-based screen — the USCCB-screened CATH and the biblically-responsible Inspire lineup, documented from SEC filings and labeled by framework.
Catholic Mutual Funds
The US mutual funds that screen their portfolios on Catholic criteria — advisers verified against the SEC IAPD registry, filings tracked on EDGAR, screening frameworks labeled and never conflated.
Popular research
Latest research notes
Read the research notesCatholic Values Investing: What It Is and How to Verify a Fund
Catholic values investing applies Church teaching to what a portfolio may own. Here is the framework US funds point to, how the two families of screens differ, and how to check an alignment claim.
USCCB Investment Guidelines: What They Cover and Who They Bind
Approved in November 2021 — the first update since 2003 — the U.S. bishops' investment guidelines set two stewardship principles, three strategies, and five policy categories. Here is what the document actually says, policy by policy.
How we test and grade
Fixed criteria, hands-on testing and primary sources. The same process for every entity, documented in full.
Frequently asked questions
How do you grade the evidence?
Every claim is classified by the strength of its source: primary document, official filing, or third-party report. The grade is shown on each entry so you can tell verified from preliminary.
Do you sell placements or take payments for rankings?
No. This is an information index, not a storefront. Rankings follow the data, never a payment, and sponsored links are always disclosed.
How often is the data updated?
New documents are pulled from the primary sources weekly, and pages that change are re-dated so the year you see is the real one.
Is this professional advice?
No. Everything here is research information only. Consult a qualified professional before acting on it.
Know what the data actually says.
Start with the entity you are researching. Evidence and status, sourced.