About Catholic Fund Index

Catholic Fund Index is an independent reference of mutual funds, ETFs and financial advisers that screen their portfolios against the United States Conference of Catholic Bishops' Socially Responsible Investment Guidelines (November 2021). We are not an asset manager and we sell no fund. Every figure on a fund page — assets, fees, holdings dates — is sourced to a dated SEC filing or an archived snapshot of the sponsor's own documents, and every compliance note cites the exact USCCB policy it refers to. The USCCB does not endorse any financial product, and neither do we: we document, you decide.

Editorial team

  • The Catholic Fund Index Curator — Curator

    Maintains the index pipeline: SEC EDGAR filings (NPORT-P, 485BPOS, N-CEN), IAPD adviser records and index-methodology documents are fetched, dated and reconciled before anything is published. No personalized investment advice, no doctrinal interpretation.