Symbols

CHGX

·NASDAQ

--(--)

Key Stats

Assets Under Management

140.55MUSD

Fund Flows (1Y)

-6.36MUSD

Dividend Yield

0.82%

Discount/Premium to NAV

-0.04%

Shares Outstanding

5.00M

Expense Ratio

0.49%

About Stance Sustainable Beta ETF

Issuer

Empowered Funds, LLC

Brand

Stance

Home Page

https://stancefunds.com/chgx/

Inception Date

Structure

Open-Ended Fund

Index Tracked

Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

Empowered Funds LLC

Distributor

Quasar Distributors LLC

CHGX focuses on approximately 100 ESG-screened large-cap companies from the US. The index, derived from the Solactive US Large & Mid Cap Index, utilizes ESG indicators provided by ISS ESG. This measures the degree to which a company is involved in: a) a prohibited industry, b) a controversial business area, c) a history of controversial business practices relating to human rights, labor rights, environmental protection, or business malpractice, and d) standards and performance criteria related to environmental impacts. Each factor may be evaluated using one or more indicators, including revenue, an analyst rating, or the severity of the controversy. Eligible companies must meet the minimum threshold score assigned by ISS ESG, with respect to each applicable indicator. These firms are then sorted by sector and ranked within each sector by market-cap. At each quarterly reconstitution, holdings are equally weighted, with each sector weighted according to the Solactive universe.

Classification

Asset Class

Equity

	1-Month	3-Month	YTD	1-Year	3-Year	5-Year
Price Performance	+3.60%	+0.97%	+12.29%	+10.53%	+9.69%	-4.05%
NAV Total Return	+5.65%	+0.56%	+12.54%	+11.13%	+0.00%	+0.00%

No data is currently available

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Holdings Analysis

Sector

Technology

38.20%

Financial Services

14.29%

Consumer Cyclical

12.22%

Healthcare

10.79%

Communication Services

8.97%

Industrials

7.73%

Consumer Defensive

3.90%

Real Estate

1.98%

Basic Materials

1.91%

Asset

Region

97.91%

1.09%

Investment Style

Mega

Large

Medium

Multi

Small

Value

Blend

Growth

Large-Cap Blend

Invests in large-cap companies with both growth and value characteristics. These ETFs offer diversified exposure to stable, well-established companies.

See more ETFs with the same investment style