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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
10/23/2026: CHGX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CHGX provides focused exposure to US large-cap equities while enforcing a strict fossil-fuel-free mandate, making it an ideal core holding for values-driven investors. Its primary strength lies in its clear, active approach to ESG impact, though this comes with higher costs and lower liquidity than passive alternatives. Investors should use it for long-term capital appreciation while being mindful of sector concentration risk resulting from the exclusion of the energy sector. Key factors to monitor include the fund's relative performance against traditional indices and broader shifts in ESG regulatory sentiment.
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 fund focuses on large-cap companies that are often leaders in innovation and sustainable growth. |
| Momentum investor | Mixed fit | Momentum performance depends on sector rotation; this fit is conditional on the current positive upturn signal for its top holdings. |
| Value investor | Mixed fit | The exclusion of fossil fuel companies means the fund may miss out on value-based recovery plays in the energy sector. |
| Dividend/Income investor | Weak fit | The strategy prioritizes impact and growth over high-yield dividend generation. |
| Low-risk investor | Mixed fit | While it invests in large caps, the exclusion of energy can increase sector concentration risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an environmentally conscious individual or institutional investor who prioritizes long-term alignment of capital with their values over short-term trading.
Suitability
CHGX is best suited for long-term investors seeking core US equity exposure that is explicitly free of fossil fuel investments.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it remains subject to normal market fluctuations. |
| Market risk | Medium / high | The fund is heavily exposed to US equity market conditions. |
| Concentration | Medium / high | Excluding the energy sector creates a structural bias that may cause the fund to diverge from the broad S&P 500. |
| Tracking/expense | Medium | Active management entails a higher expense ratio compared to pure passive index trackers. |
| Liquidity | Medium | Lower average daily volume can result in higher transaction costs for larger trades. |
| Business/sector quality | Low | The focus on large-cap, established firms generally reduces the risk of company failure. |
Risk Analysis
Volatility
CHGX exhibits volatility consistent with the broader US large-cap technology and service sectors.
Market Risk
The fund is inherently exposed to equity market risk and sector-specific risks caused by the exclusion of the energy industry.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology | 30 | This sector provides growth potential through high-quality companies that meet the fund's strict sustainability standards. |
| Sector | Healthcare | 20 | Healthcare stocks offer defensive growth characteristics and generally align well with ESG impact criteria. |
| Sector | Financials | 18 | These holdings provide exposure to the broader economy while being screened for responsible lending and operational practices. |
| Sector | Consumer Discretionary | 17 | Exposure to consumer-facing companies allows investors to capture growth from household spending while avoiding harmful industries. |
| Cash/collateral | Cash and Equivalents | 15 | A modest cash position is maintained for liquidity management and to accommodate fund inflows and outflows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 38.05% | Avg. Invested days 80 | 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 10/23/2026 |
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