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Catholic values score

ETIMX · Eventide Balanced Fund (ETIMX)

Mutual fund · Screened against 17 areas of Catholic moral concern

Strong alignment

7% of ETIMX is invested in companies that conflict with Catholic teaching

  • Marriage & sexuality 6.5%

0% of ETIMX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 7% is in companies flagged for shareholder engagement. How we apply the bishops' guidelines

107 holdings · 48% of fund assets screened · 6 companies with concerns

Data as of 2026-10-30. Scores reflect our interpretation of Catholic moral teaching applied to data we believe to be reliable; data may be incomplete. Educational only — not investment advice.