CHGXChange Finance U.S. Large Cap Fossil Fuel Free ETF
CHGX Fund Description
CHGX tracks an index of 100 US large-cap stocks that meet diverse environmental, social, and governance standards.
CHGX Factset Analytics Insight
CHGX offers US large-cap exposure to investors looking to incorporate environmental, social, and governance standards (ESG) into their portfolios. The starting universe, which consists of roughly 1000 stocks and REITS, is screened using sustainability metrics from Oekom Research AG. The holistic evaluation considers over 50 different criteria ranging from corruption to emissions to hiring practices. The remaining securities are then sorted by sector and market capthe largest firms from each sector are selected, such that the final portfolio consists of 100 equally weighted securities with sector weightings matching the Solactive US Large Cap Index. The expense ratio makes the fund competitive with other ESG funds.
CHGX MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 20, 2018 the Change Finance U.S. Large Cap Fossil Fuel Free ETF MSCI ESG Fund Quality Score is 5.52 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. CHGX ranks in the 84th percentile within its peer group and in the 53th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
CHGX CHARTS AND PERFORMANCE
CHGX Top 10 Countries
CHGX Top 10 Sectors
CHGX Top 10 Holdings [View All]
CHGX Summary Data
CHGX Portfolio Data
CHGX Index Data
CHGX Portfolio Management
CHGX Tax Exposures
CHGX Fund Structure
CHGX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CHGX. CHGX is rated a N/A out of 5.
CHGX Sector/Industry Breakdown
CHGX TOP 10 HOLDINGS[View All]
CHGX Economic Development
CHGX Performance Statistics
CHGX MSCI ESG Ratings
CHGX BENCHMARK COMPARISON SUMMARY
CHGX BENCHMARK COMPARISON MARKET CAP SIZE