Broker Check

FFV Catholic Large Cap 100™

Equal weighted strategy investing in the 100 largest companies that pass the FFV Scorecardtm.

Factsheet

FFV Catholic Mid Cap 100™

Equal weighted strategy investing in the 100 largest companies below $10 Billion market capitalization that pass the FFV Scorecardtm.

Factsheet

FFV Catholic Small Cap 100™

Equal weighted strategy investing in the 100 largest companies below $2 Billion market capitalization that pass the FFV Scorecardtm.

Factsheet

These are passive investment strategies. 

The process is disciplined, straightforward and effective.  

Each platform has different minimums and pricing.

Process:

  1. We use our FFV Scorecard® to screen each universe by market cap.
  2. Select the largest 100 stocks by market cap.
  3. Invest equally (1%) in each.
  4. Rebalance quarterly.
  5. Add/subtract constituents (holdings) quarterly, based on updated screening.

We vote all proxies and engage corporations in the portfolio based on our FFV Scorecard®.

Contact us for platform availability and pricing.