Logo

Change Finance Diversified Imp US Large Cap Fossil Fuel Free (CHGX)

๐Ÿ” Compare with another ETF

ISINUS26922A5609
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2017
AUM$0.14 billion
ProviderStance Capital
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Change Finance Diversified Imp US Large Cap Fossil Fuel Free Price Chart

Live Price (Delayed)
Loading... USD
Description

The index measures the performance of an equal-weighted portfolio of approximately 100 large-, mid-capitalization equity securities of U.S.-listed companies. The fund adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The adviser expects that, over time, the correlation between the fund"s performance and that of the index will be 95% or better.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Micron Technology Inc
1.22%
๐Ÿ“ˆ Cardinal Health Inc
1.22%
๐Ÿ“ˆ HCA Holdings Inc
1.19%
๐Ÿ“ˆ Broadcom Inc
1.27%
๐Ÿ“ˆ Cadence Design Systems Inc
1.20%
๐Ÿ“ˆ Crowdstrike Holdings Inc
1.22%
๐Ÿ“ˆ Intuit Inc
1.23%
๐Ÿ“ˆ KLA-Tencor Corporation
1.21%
๐Ÿ“ˆ Netflix Inc
1.25%
๐Ÿ“ˆ Veeva Systems Inc Class A
1.24%

Sector Allocation

โšก Energy
0.00%
๐Ÿ”Œ Utilities
2.17%
๐Ÿ’Š Healthcare
16.09%
๐Ÿ’ป Technology
41.41%
๐Ÿ—๏ธ Industrials
8.42%
๐Ÿ˜๏ธ Real Estate
1.84%
๐Ÿ“Š Basic Materials
0.98%
๐Ÿ“Š Consumer Cyclicals
7.45%
๐Ÿ“Š Consumer Defensive
2.74%
๐Ÿ“Š Financial Services
15.64%
๐Ÿ“ก Communication Services
3.26%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.17%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
98.97%
๐Ÿ’ฐ Stock non-US
0.86%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month15.14%
3 Months-35.10%
6 Months-35.83%
1 Year-30.97%
3 Years-1.33%
5 Years22.25%
Since Inception49.09%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.