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 cap—the 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.
CHGX MSCI ESG Analytics Insight
Change Finance U.S. Large Cap Fossil Fuel Free ETF has an MSCI ESG Fund Rating of A based on a score of 7.08 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Change Finance U.S. Large Cap Fossil Fuel Free ETF ranks in the 76th percentile within its peer group and in the 92nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CHGX MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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 5 out of 5.
CHGX Sector/Industry Breakdown
CHGX Economic Development
CHGX Performance Statistics
CHGX MSCI ESG Ratings
CHGX Benchmark Comparison Summary
CHGX Benchmark Comparison Market Cap Size