AXS Change Finance ESG ETF
Shareclass
AXS Change Finance ESG ETF (CHGX)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,230 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AXS Change Finance ESG ETF CHGX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - We have a variety of criteria that assess a company's diversity and EEO policies and involvement in diversity/EEO controversies. We also engage in shareholder advocacy aimed at improving diversity and EEO. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A1% of assets$1.26M invested
- 2. General Mills Inc1.04% of assets$1.3M invested
- 3. Accenture PLC Class A0.94% of assets$1.18M invested
- 4. PayPal Holdings Inc0.97% of assets$1.21M invested
- 5. Moodys Corp0.97% of assets$1.22M invested
- 6. Autodesk Inc1.01% of assets$1.26M invested
- 7. S&P Global Inc1% of assets$1.26M invested
- 8. Salesforce Inc0.95% of assets$1.19M invested
- 9. Merck & Co Inc1.03% of assets$1.29M invested
- 10. Verisk Analytics Inc1.06% of assets$1.32M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lennar Corp Class A1.01% of assets$1.27M invested
- 2. Garmin Ltd1% of assets$1.25M invested
- 3. Fair Isaac Corp1.03% of assets$1.29M invested
- 4. CrowdStrike Holdings Inc Class A0.95% of assets$1.2M invested
- 5. O'Reilly Automotive Inc1.1% of assets$1.38M invested
- 6. Carpenter Technology Corp0.92% of assets$1.16M invested
- 7. Fortinet Inc0.94% of assets$1.18M invested
- 8. Broadcom Inc0.89% of assets$1.11M invested
- 9. Marvell Technology Inc0.71% of assets$886,177 invested
- 10. Charles Schwab Corp1.04% of assets$1.3M invested
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Financial performance
Performance data provided by
Find more financial data on CHGX at Morningstar.com
Find more financial data on CHGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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