The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
AXS Change Finance ESG ETF CHGX
Morningstar’s Analysis CHGX
Will CHGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Micron Technology Inc | 1.27 | 1.5 Mil | Technology |
Alphabet Inc Class C | 1.17 | 1.4 Mil | Communication Services |
Alphabet Inc Class A | 1.17 | 1.4 Mil | Communication Services |
Charles Schwab Corp | 1.16 | 1.4 Mil | Financial Services |
Conagra Brands Inc | 1.14 | 1.4 Mil | Consumer Defensive |
American Express Co | 1.12 | 1.3 Mil | Financial Services |
Deere & Co | 1.12 | 1.3 Mil | Industrials |
Caterpillar Inc | 1.12 | 1.3 Mil | Industrials |
PayPal Holdings Inc | 1.10 | 1.3 Mil | Financial Services |
Church & Dwight Co Inc | 1.09 | 1.3 Mil | Consumer Defensive |