CHGX Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Factor & Thematic | Expense | 0.49% | Return% 1Y | 20.67% | Total Holdings | 102 | Perf Week | -2.29% | Volume | 12,510 |
| Asset Type | Equities (Stocks) | AUM | $176M | Return% 3Y | - | NAV | $32.94 | Perf Month | -1.51% | Avg Volume | 0.02M |
| ETF Type | US Equities | Dividend TTM | $0.18 (0.55%) | Return% 5Y | - | 52W High | -3.78% | Perf Quarter | -1.41% | Rel Volume | 0.75 |
| Active/Passive | Passive | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 27.24% | Perf Half Y | 8.03% | Prev Close | $32.94 |
| IPO | 2017/10/10 | Flows% 1M | 0.19% | Return% SI | 15.97% | RSI (14) | 43.82 | Perf YTD | 21.5% | Price | $33.03 |
| Beta | 0.91 | Flows% 3M | 1.92% | Flows% YTD | 5.22% | Flows% 1Y | 7.26% | Perf Year | 19.99% | Volatility(W/M) | 0.85% 0.8% |
| SMA20 | -1.27% | SMA50 | -0.97% | SMA200 | 6.02% | ATR | 0.33 | ||||
The Stance Sustainable Beta ETF (CHGX) is an exchange-traded fund that mostly invests in large-cap stocks. The fund tracks an equal-weighted index of approximately 100 US large-cap stocks screened based on various ESG indicators. The objective is to provide long-term growth by investing in companies with high ESG standards. CHGX was launched on Oct 9, 2017 and is issued by Stance.
The top 10 make up 13% of the fund
Spread evenly across many holdings.
Largest sectors first.
Over the past 1 year, on the higher side
4% below its 1-year high.
Traded less than usual. That is 75% of its average volume.
Holding long would have lost money
Bought 5 years ago, your return today would be -5.3%. The S&P 500 did +62% over the same period.
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The price swings a lot
At its worst (February 2020) it fell 35% and took 134 days to recover.
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The dividend is on the small side
Pays 0.55% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 7.3% of assets came in.
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FAQ
How many holdings does CHGX have?
CHGX holds a total of 102 securities, with an AUM of approximately $176M.
Does CHGX pay dividends (distributions)?
CHGX's distribution yield is approximately 0.55%.
What is the 52-week high and low for CHGX?
CHGX has recorded a 52-week high of $34.33 and a low of $25.96.