Catholic values score
TRDFX · Steward Values Enhanced Small-Mid Cap Fund
Mutual fund · Screened against 17 areas of Catholic moral concern
72
out of 100
Moderate concerns
7% of TRDFX is invested in companies that conflict with Catholic teaching
- Military weapons 2.6%
- Nuclear & controversial weapons 1.2%
- Marriage & sexuality 2.3%
1% of TRDFX is in companies that fail our USCCB screen, based on the U.S. bishops' investment guidelines. Another 6% 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
823 holdings · 9% of fund assets screened · 49 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.