Mixed trend on the daily chart: above its 200-day average, below its 50-day · 50-day above the 200-day · SuperTrend down since Sep 16 · below the Ichimoku cloud · RSI 44 · MACD below its signal · 8% below its 52-week high
None of the 29 investors followed here reported a position in CEFA in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CEFA trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.0 | 3.6 | -8.2 | 6.3 | 1.7 | -0.5 | 1.8 | 2.8 | -3.2 | -0.5 | +8.3% | ||
| 2025 | 4.3 | 1.2 | 5.7 | -2.4 | 3.6 | 1.2 | -1.3 | 4.0 | 2.0 | 1.6 | 0.6 | 0.4 | +22.8% |
| 2024 | -0.7 | 4.2 | 2.9 | -3.8 | 4.8 | -3.8 | 3.0 | 2.8 | 1.3 | -5.3 | 0.1 | -3.2 | +1.7% |
| 2023 | 9.0 | -3.5 | 2.9 | 2.2 | -3.4 | 3.7 | 2.2 | -4.4 | -4.1 | -2.3 | 8.8 | 3.8 | +14.6% |
| 2022 | -5.3 | -2.9 | 0.1 | -7.9 | 1.9 | -10.5 | 6.1 | -5.5 | -9.2 | 4.8 | 13.9 | -3.1 | −18.6% |
| 2021 | -2.0 | 2.5 | 2.2 | 4.2 | -0.3 | 1.2 | -1.9 | 2.8 | -2.8 | 2.3 | -5.0 | 1.5 | +4.3% |
| 2020 | 2.7 | 3.1 | -1.6 | -4.5 | 18.3 | 2.9 | +21.1% |
The fund invests at least 80% of its total assets, plus borrowings for investments purposes (if any), in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index is designed to provide exposure to developed market equity securities outside the U.S. while maintaining alignment with the moral and social teachings of the Catholic Church. It is non-diversified.