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SEI Catholic Values Trust Catholic Values Equity Fund (CAVAX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment seeks long-term capital appreciation. The fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in a diversified portfolio of common stocks of companies that the fund's portfolio managers believe have long-term growth potential. It seeks to make investment decisions consistent with the principles of the Catholic Church with respect to a range of social and moral concerns that may include: protecting human life; promoting human dignity; reducing arms production; pursuing economic justice; protecting the environment, and encouraging corporate responsibility.

Looking to diversify beyond CAVAX? The mutual funds below have the lowest correlation with CAVAX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CAVAX.

Best Diversifiers for CAVAX

14 mutual funds have low correlation with CAVAX (below 0.3), 0 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Real Return Fund (SRAAX) (Inflation-Protected Bonds) with a 1Y correlation of 0.03, down from 0.15 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SRAAX
SEI Institutional Managed Trust Real Return Fund0.030.110.15
60
Inflation-Protected BondsCAVAX vs SRAAX
RRPAX
SEI Institutional Investments Trust Real Return Fu...0.040.120.14
74
Inflation-Protected BondsCAVAX vs RRPAX
SECPX
SEI Daily Income Ultra Short Duration Bond Fund0.150.120.08
96
Ultrashort BondCAVAX vs SECPX
SLDBX
SEI Institutional Investments Trust Limited Durati...0.180.130.11
74
Short-Term BondCAVAX vs SLDBX
SUSAX
SEI Institutional Investments Trust Ultra Short Du...0.180.130.11
98
Ultrashort BondCAVAX vs SUSAX
See all 72 diversifiers for CAVAX

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