Stance Sustainable Beta ETF

Frequently Asked Questions About CHGX

What does CHGX invest in?

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.

What is the expense ratio of CHGX?

Stance Sustainable Beta ETF (CHGX) charges an expense ratio of 0.49%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CHGX?

Stance Sustainable Beta ETF (CHGX) manages $149.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CHGX actively managed or an index fund?

CHGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CHGX launched?

Stance Sustainable Beta ETF (CHGX) launched in October 2017 and is managed by Stance.

How has CHGX performed?

CHGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.