Powered by Magnificat Asset ManagementPowered by Magnificat

investwelldowell.com (opens in a new tab)

Catholic values score

SMNRX · Steward Equity Market Neutral Fund (SMNRX)

Mutual fund · Screened against 17 areas of Catholic moral concern

Good alignment

20% of SMNRX is invested in companies that conflict with Catholic teaching

  • Abortion 5.1%
  • Marriage & sexuality 17.2%
  • Contraception 0.8%

4% of SMNRX 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.