Catholic Values Financials

CFVAX Fund  USD 8.69  0.02  0.23%   
You can use Catholic Values Fixed fundamental data analysis to find out if markets are presently mispricing the fund. We were able to analyze twelve available fundamental indicators for Catholic Values Fixed, which can be compared to its peers. The fund experiences a normal downward trend and little activity. Check odds of Catholic Values to be traded at $8.6 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Catholic Values Fund Summary

Catholic Values competes with Qs Large, Pace Large, Touchstone Large, Rational Strategic, and Fm Investments. 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.
Specialization
Intermediate Core-Plus Bond, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS7841162040
Business AddressSEI Catholic Values
Mutual Fund FamilySEI
Mutual Fund CategoryIntermediate Core-Plus Bond
BenchmarkDow Jones Industrial
Phone800 342 5734
CurrencyUSD - US Dollar

Catholic Values Key Financial Ratios

Catholic Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Catholic Values's current stock value. Our valuation model uses many indicators to compare Catholic Values value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Catholic Values competition to find correlations between indicators driving Catholic Values's intrinsic value. More Info.
Catholic Values Fixed is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  1,746  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Catholic Values' earnings, one of the primary drivers of an investment's value.

Catholic Values Fixed Systematic Risk

Catholic Values' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Catholic Values volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Catholic Values Fixed correlated with the market. If Beta is less than 0 Catholic Values generally moves in the opposite direction as compared to the market. If Catholic Values Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Catholic Values Fixed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Catholic Values is generally in the same direction as the market. If Beta > 1 Catholic Values moves generally in the same direction as, but more than the movement of the benchmark.
Catholic Values Fixed is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core-Plus Bond category is currently estimated at about 27.24 Billion. Catholic Values maintains roughly 155.33 Million in net asset contributing less than 1% to all funds under Intermediate Core-Plus Bond category.

Catholic Values December 11, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Catholic Values help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Catholic Values Fixed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Catholic Values Fixed based on widely used predictive technical indicators. In general, we focus on analyzing Catholic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Catholic Values's daily price indicators and compare them against related drivers.

Other Information on Investing in Catholic Mutual Fund

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.
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