Catholic values score
SMNAX · Steward Equity Market Neutral Fund (SMNAX)
Mutual fund · Screened against 17 areas of Catholic moral concern
20% of SMNAX is invested in companies that conflict with Catholic teaching
- Abortion 5.1%
- Marriage & sexuality 17.2%
- Contraception 0.8%
4% of SMNAX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 16% is in companies flagged for shareholder engagement. Owning them through a fund is more remote than owning them directly; see how to weigh it. How we apply the bishops' guidelines
110 holdings · 51% of fund assets screened · 24 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.