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- Upturn Summary
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Upturn AI Summary
Change Finance Diversified Imp US Large Cap Fossil Fuel Free(CHGX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CHGX
10/13/2026: CHGX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CHGX provides diversified exposure to US large-cap equities while explicitly excluding companies involved in fossil fuel production and reserves. Its primary strength lies in its strict commitment to an impact-driven, fossil-fuel-free mandate, making it an attractive choice for mission-aligned investors. While it offers solid large-cap growth potential, investors should be aware of its relatively higher expense ratio, potential liquidity constraints, and sector concentration risks. The fund is most suitable for long-term investors who prioritize values-based divestment as a core part of their portfolio strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The portfolio focus on high-quality US large-caps provides robust growth exposure. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders should align entries with favorable market trends in non-energy sectors. |
| Value investor | Mixed fit | Value-oriented investors might find the tech-heavy allocation potentially expensive during growth sell-offs. |
| Dividend/Income investor | Weak fit | The fund emphasizes capital appreciation rather than high-yield income generation. |
| Low-risk investor | Mixed fit | While it excludes specific sector risks, the fund remains fully exposed to broader market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, mission-oriented participant who prioritizes fossil-fuel-free mandates over low-cost passive tracking.
Suitability
Best suited for long-term investors aiming to align their core US large-cap holdings with personal sustainability values.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets naturally experience price swings that can impact the fund's net asset value. |
| Market risk | High | As an equity-based fund, it is fully susceptible to downturns in the broader US stock market. |
| Concentration | Medium | Excluding the energy sector creates structural concentration risk compared to a standard market index. |
| Tracking/expense | Medium | The active management and specific screening process can result in higher tracking error relative to broad benchmarks. |
| Liquidity | Medium / high | Lower trading volumes may result in higher execution costs for retail investors during periods of market stress. |
| Business/sector quality | Low | The focus on high-quality ESG-compliant firms generally mitigates risks associated with poor governance. |
Risk Analysis
Volatility
CHGX exhibits volatility typical of a US large-cap equity fund, amplified by its concentrated sector exposure resulting from fossil fuel exclusions.
Market Risk
The fund is subject to systematic market risk; its performance is highly correlated with the general US stock market, particularly the technology sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 32 | High exposure to technology provides growth potential while adhering to the fund's fossil-fuel-free mandate. |
| Sector | Healthcare | 18 | Healthcare holdings offer defensive characteristics and growth in a non-extractive sector. |
| Sector | Financials | 15 | Financial sector exposure provides exposure to the broader economy without direct fossil fuel asset risk. |
| Sector | Consumer Discretionary | 12 | This sector allocation captures consumer spending trends while avoiding high-carbon manufacturing. |
| Cash/collateral | Cash and Cash Equivalents | 23 | A portion of the portfolio is held in cash to maintain liquidity for rebalancing and trade execution. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.59% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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