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AXS Change Finance ESG ETF CHGX

Medalist Rating as of | See AXS Investment Hub

Morningstar’s Analysis CHGX

Will CHGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in AXS Change Finance ESG ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings CHGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

1.42 1.8 Mil
Technology

NVIDIA Corp

1.33 1.7 Mil
Technology

Qualcomm Inc

1.32 1.6 Mil
Technology

Alphabet Inc Class A

1.25 1.5 Mil
Communication Services

Alphabet Inc Class C

1.25 1.5 Mil
Communication Services

Analog Devices Inc

1.20 1.5 Mil
Technology

Texas Instruments Inc

1.18 1.5 Mil
Technology

Carrier Global Corp Ordinary Shares

1.17 1.4 Mil
Industrials

Microchip Technology Inc

1.16 1.4 Mil
Technology

Deckers Outdoor Corp

1.14 1.4 Mil
Consumer Cyclical