AXS Change Finance ESG ETFAXS Change Finance ESG ETFAXS Change Finance ESG ETF

AXS Change Finance ESG ETF

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Key stats


Assets under management (AUM)
‪137.87 M‬USD
Fund flows (1Y)
‪−24.42 M‬USD
Dividend yield (indicated)
0.78%
Discount/Premium to NAV
−0.9%

About AXS Change Finance ESG ETF


Issuer
SR Partners LLC
Brand
AXS Investments
Expense ratio
0.49%
Inception date
Oct 9, 2017
Index tracked
Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
Management style
Passive
CHGX offers US large-cap exposure to investors looking to incorporate environmental, social, and governance standards (ESG) into their portfolios. The starting universe, which consists of roughly 1000 stocks and REITS, is screened using sustainability metrics from Oekom Research AG. The holistic evaluation considers over 50 different criteria which considers aspects such as corruption, emissions, and hiring practices. The remaining securities are then sorted by sector and market capthe largest firms from each sector are selected, such that the final portfolio consists of 100 equally weighted securities with sector weightings matching the Solactive US Large Cap Index. Prior to Februrary 1, 2022, the fund name was Change Finance US Large Cap Fossil Fuel Free ETF.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
ESG
Weighting scheme
Tiered
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.