How we research and test

Fund pages are built from primary documents only: SEC EDGAR filings for assets, fees and holdings; IAPD records for adviser registrations; the published methodology documents of each fund or index for screening rules; and the USCCB Socially Responsible Investment Guidelines (2021) as the reference framework, cited policy by policy (e.g. "Policy I.1"). Screening frameworks are labeled (USCCB-2021, BRI, proprietary) and never conflated. Every data point carries its evidence level — from sec-filing (strongest) to third-party (weakest) — and a dated source. When a source is a snapshot of a sponsor's page, we show the capture date. We never rate "how Catholic" a fund is: we document what its methodology excludes and let the guidelines speak.