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Morningstar

AXS Change Finance ESG ETF CHGX

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CHGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CHGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CHGX

More CHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ServiceNow Inc

1.24 1.5 Mil
Technology

Autodesk Inc

1.18 1.4 Mil
Technology

Adobe Inc

1.17 1.4 Mil
Technology

Oracle Corp

1.16 1.4 Mil
Technology

Accenture PLC Class A

1.15 1.4 Mil
Technology

International Business Machines Corp

1.13 1.4 Mil
Technology

O'Reilly Automotive Inc

1.11 1.4 Mil
Consumer Cyclical

Apple Inc

1.11 1.4 Mil
Technology

S&P Global Inc

1.11 1.4 Mil
Financial Services

AbbVie Inc

1.11 1.4 Mil
Healthcare