CHGX
Change Finance U.S. Large Cap Fossil Fuel Free ETFCHGX 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. The expense ratio makes the fund competitive with other ESG funds.
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 6.62 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 81st percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CHGX CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
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 Tradability
CHGX Sector/Industry Breakdown
CHGX
CHGX TOP 10 HOLDINGS[View All]
CHGX Countries
CHGX
CHGX Regions
CHGX
CHGX Economic Development
CHGX
CHGX Performance Statistics
CHGX MSCI ESG Ratings
CHGX BENCHMARK COMPARISON SUMMARY
CHGX
CHGX BENCHMARK COMPARISON MARKET CAP SIZE
CHGX
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.