Change Finance Diversified Etf Profile

CHGX Etf  USD 24.06  0.39  1.65%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Change Finance is trading at 24.06 as of the 4th of May 2025; that is 1.65 percent increase since the beginning of the trading day. The etf's open price was 23.67. Change Finance has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days.Change Finance symbol was changed from STSB on 7th of April 2025. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The index measures the performance of an equal-weighted portfolio of approximately 100 large-, mid-capitalization equity securities of U.S. Diversified Impact is traded on NYSEARCA Exchange in the United States. More on Change Finance Diversified

Moving together with Change Etf

  0.77VTI Vanguard Total StockPairCorr
  0.77SPY SPDR SP 500PairCorr
  0.77IVV iShares Core SPPairCorr
  0.81VIG Vanguard DividendPairCorr
  0.76VV Vanguard Large CapPairCorr
  0.84RSP Invesco SP 500PairCorr

Moving against Change Etf

  0.89IBND SPDR Bloomberg InterPairCorr
  0.87ULE ProShares Ultra EuroPairCorr
  0.87FXY Invesco CurrencySharesPairCorr
  0.86YCL ProShares Ultra YenPairCorr
  0.72MYCF SPDR SSGA My2026PairCorr

Change Etf Highlights

Older SymbolSTSB
Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large & Mid Caps ETFs, Large Blend, AXS (View all Sectors)
IssuerEmpowered Funds
Inception Date2017-10-09
BenchmarkChange Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
Entity TypeRegulated Investment Company
Asset Under Management137.95 Million
Average Trading Valume23,915
Asset TypeEquity
CategorySize and Style
FocusLarge & Mid Caps
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorEmpowered Funds, LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerBill Davis, Kyle Balkissoon
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End31-Mar
ExchangeNASDAQ
Number of Constituents101
Market MakerLatour Trading
Total Expense0.49
Management Fee0.49
Country NameUSA
Returns Y T D(1.42)
NameChange Finance Diversified Imp US Large Cap Fossil Fuel Free
Currency CodeUSD
Open FigiBBG0166P2CR5
In Threey Volatility17.62
1y Volatility11.71
200 Day M A23.5836
50 Day M A23.5836
CodeCHGX
Updated At3rd of May 2025
Currency NameUS Dollar
Change Finance Diversified [CHGX] is traded in USA and was established 2017-10-09. Change Finance Diversified was previously known as Stance Sustainable Beta and was traded on BATS Exchange under the symbol STSB. The fund is listed under Large Blend category and is part of AXS family. The entity is thematically classified as Size And Style ETFs. Change Finance Diver currently have 92.99 M in assets under management (AUM). , while the total return for the last 3 years was 10.1%.
Check Change Finance Probability Of Bankruptcy

Geographic Allocation (%)

Top Change Finance Diversified Etf Constituents

HPQHP IncStockInformation Technology
IPInternational PaperStockMaterials
MSCIMSCI IncStockFinancials
TXNTexas Instruments IncorporatedStockInformation Technology
ECLEcolab IncStockMaterials
METMetLifeStockFinancials
CVSCVS Health CorpStockHealth Care
DOCUDocuSignStockInformation Technology
More Details

Change Finance Diver Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Change Finance. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Change Finance Against Markets

When determining whether Change Finance Diver offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Change Finance's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Change Finance Diversified Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Change Finance Diversified Etf:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Change Finance Diversified. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price.
You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
The market value of Change Finance Diver is measured differently than its book value, which is the value of Change that is recorded on the company's balance sheet. Investors also form their own opinion of Change Finance's value that differs from its market value or its book value, called intrinsic value, which is Change Finance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Change Finance's market value can be influenced by many factors that don't directly affect Change Finance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Change Finance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Change Finance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Change Finance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.