CAVYX

About CAVYX

SEI Catholic Values Trust Catholic Values Equity Fund Class Y is an actively managed equity mutual fund designed to deliver long-term capital appreciation. The fund primarily invests in a diversified portfolio of common stocks and other equity securities of U.S. companies, with a focus on those that exhibit strong financial fundamentals and long-term growth potential. What sets this fund apart is its commitment to making investment decisions aligned with the principles of the Catholic Church, as articulated in the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines. This means the fund actively screens and restricts investments in companies whose activities conflict with Catholic social and moral teachings, such as those involved in arms production or practices deemed harmful to human dignity and the environment. SEI manages the fund using a multi-manager approach, leveraging independent sub-advisors and environmental, social, and governance research to ensure compliance with these guidelines. Through this strategy, the fund aims to serve investors seeking growth in their portfolios while adhering to faith-based values and responsible corporate stewardship within the financial markets.