Morningstar

Stance Sustainable Beta ETF CHGX

Morningstar Medalist Rating
Medalist Rating as of | See Stance Capital Investment Hub

Morningstar’s Analysis CHGX

Will CHGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Stance Sustainable Beta ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

1.22 2M
Technology

Palo Alto Networks Inc

1.20 2M
Technology

Arista Networks Inc

1.17 2M
Technology

Dell Technologies Inc Ordinary Shares - Class C

1.15 2M
Technology

Maplebear Inc

1.14 2M
Consumer Cyclical

SharkNinja Inc

1.14 2M
Consumer Cyclical

Charles Schwab Corp

1.13 2M
Financial Services

Applied Materials Inc

1.13 2M
Technology

Advanced Micro Devices Inc

1.13 2M
Technology

Western Digital Corp

1.11 2M
Technology

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