CEFA
+2.30 · +6.39%
$38.33 · NASDAQ

Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) ETF Analysis | Foreign Large Blend

Global X Funds · USA
AUM:$39.4M
#– of – in Foreign Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 27.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is CEFA?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CEFA delivered 27.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 16.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$39.4M
Expense Ratio0.35%
Dividend Yield2.72%
Holdings50
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProviderGlobal X Funds
Beta0.98
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would CEFA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.5%
1Y
+19.1%
3Y
+61.6%
5Y
+45.0%
OpenBook InsightIf you had invested £10,000 in CEFA 5 years ago, it would have grown to £14,500 — a gain of £4,500.

Annual Returns

Calendar year performance

CEFA delivered positive returns in 4 of the last 5 calendar years.
YearCEFA
2026 YTD+11.6%
2025+27.1%
2024+6.2%
2023+17.0%
2022-16.8%
CAGR 4yr+7.1%
4/5 positive yearsAvg return: +9.0%Worst year: -16.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.1%
Low
Momentum
+5.5%
30-day change
Support Level
40.66
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.