CHGX
Change Finance Diversified Imp US Large Cap Fossil Fuel Free
1 year +21.8%Assets$175.85MStance Funds
Fee0.50%a year
Yield0.6%
This year+20.3%
5 years+9.9%a year on average
Components101top 10: 12%
Returns
This year
+20.3%
1 year
+21.8%
3 years, yearly
+19.7%
5 years, yearly
+9.9%
10 years, yearly
+0.0%
The fund's own total return. Volatility 17.2% over one year, 14.3% over three; Sharpe ratio over three years 1.06.
Sectors
Technology37.3%
Financial Services13.1%
Consumer Cyclicals11.1%
Healthcare11.1%
Communication Services8.4%
Industrials8.0%
Consumer Defensive4.0%
Basic Materials1.9%
Real Estate1.8%
Regions
North America100.1%
Latin America0.9%
Asset classes
Stock US97.2%
Stock non-US0.9%
Cash0.2%
Other0.1%
About the fund
- Issuer
- Stance Funds
- Since
- 2017-10-09
- Listed on
- NASDAQ
- ISIN
- US26922A5609
- Turnover
- 0% a year
The index measures the performance of an equal-weighted portfolio of approximately 100 large-, mid-capitalization equity securities of U.S.-listed companies. The fund adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The adviser expects that, over time, the correlation between the fund"s performance and that of the index will be 95% or better.
From the market data provider's fund data, read 2026-10-20. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.