CFVYX

About CFVYX

The SEI Catholic Values Trust Catholic Values Fixed Income Fund Class Y is a diversified mutual fund designed to provide a high level of current income while seeking to preserve capital. This fund primarily invests in a broad range of bonds and other debt instruments with varying maturities, and maintains at least 80% of its assets in these fixed income securities. Notably, the fund integrates Catholic social and moral principles into its investment decisions by adhering to the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines. This results in a portfolio that excludes issuers not aligned with those values. The fund's holdings include an array of U.S. Treasury securities and agency bonds, with substantial diversification across nearly one thousand individual positions. It targets the intermediate core-plus bond category, offering potential exposure to both government and corporate debt. Regular monthly dividend distributions enhance its appeal for income-focused investors seeking alignment with faith-based investment criteria. The SEI Catholic Values Trust Catholic Values Fixed Income Fund Class Y plays a significant role for institutions and individuals requiring fixed income solutions that honor specific ethical guidelines.