CHGX

Stance Sustainable Beta ETF

$27.04

+0.00%

Market closed. Last update: 12:29 PM ET

📎 Investment Objective

The Stance Sustainable Beta ETF (CHGX) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Stance Sustainable Beta Index.

Overview

ETF tracking Stance Sustainable Beta ETF

Category ESG

Issuer Other

Inception Date 2024-11-15

Market Cap $135.5M

Average Volume N/A

Dividend Yield 1.06%

52-Week Range $21.16 - $40.49

VWAP $27.01

Performance

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Investment Summary

📎 Investment Objective

The Stance Sustainable Beta ETF (CHGX) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Stance Sustainable Beta Index.

🎯 Investment Strategy

The fund invests in a portfolio of equity securities that are included in the Stance Sustainable Beta Index. The index is designed to provide exposure to large- and mid-capitalization U.S. companies that demonstrate positive environmental, social, and governance (ESG) characteristics.

✨ Key Features

Focuses on U.S. large- and mid-cap stocks with strong ESG profiles
Tracks the Stance Sustainable Beta Index, which aims to provide broad market exposure with a sustainability tilt
Relatively low expense ratio of 0.00%
Limited performance history as the fund is new

⚠️ Primary Risks

Market risk: The value of the fund's investments may decline due to general market conditions
Sustainability/ESG risk: The fund's focus on ESG factors may result in it underperforming the broader market
Tracking error risk: The fund may not perfectly track the performance of its underlying index
Liquidity risk: The fund may have difficulty buying or selling certain investments at an optimal time and price

👤 Best For

The Stance Sustainable Beta ETF may be suitable for investors seeking broad U.S. equity exposure with a focus on sustainability and ESG factors. It could be a component of a diversified portfolio for investors with a long-term investment horizon and a moderate risk tolerance.