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Upturn AI Summary
Global X S&P 500 Christian Values ETF(CHRI)
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 CHRI
10/13/2026: CHRI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Global X S&P 500 Christian Values ETF (CHRI) provides core U.S. large-cap equity exposure while applying moral screens to exclude companies that conflict with Christian values. Its strengths include a systematic, rule-based approach and a focus on established U.S. equities, making it a strong option for faith-motivated investors. The primary use case is a long-term portfolio anchor. Key risks include moderate concentration due to exclusions, potential tracking error versus the broader S&P 500, and lower liquidity compared to massive index peers. Investors should monitor asset growth, which impacts trading efficiency, and performance alignment with the broader market.
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 holds major U.S. growth stocks that pass ethical screens, providing capture of broad growth trends. |
| Momentum investor | Mixed fit | Momentum investors may find the exclusions limiting during specific market cycles where screened sectors outperform. |
| Value investor | Strong fit | The fund captures a value-oriented exposure within the U.S. large-cap universe that aligns with moral constraints. |
| Dividend/Income investor | Mixed fit | While it holds dividend payers, the fund is not optimized for high-yield income strategies. |
| Low-risk investor | Mixed fit | Equity market exposure inherently carries significant volatility not suitable for pure low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking for core U.S. large-cap equity exposure who wishes to strictly adhere to Christian ethical and moral guidelines.
Suitability
CHRI is best suited for long-term investors holding for moral alignment; it is less ideal for active traders or those seeking the absolute lowest expense ratios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can impact short-term capital values. |
| Market risk | High | The fund is fully exposed to systemic risks affecting the U.S. large-cap equity market. |
| Concentration | Medium | Exclusionary screens may lead to sector weights that deviate from the standard S&P 500. |
| Tracking/expense | Low | The passive management approach generally keeps tracking errors and operational costs manageable. |
| Liquidity | Medium | Lower assets under management can lead to wider spreads compared to massive, highly-traded ETFs. |
| Business/sector quality | Low | The fund only selects companies that meet rigorous, institutional-grade ethical standards. |
Risk Analysis
Volatility
CHRI exhibits volatility levels highly correlated with the broader U.S. large-cap market, as its exclusions do not significantly alter the risk profile of the core holdings.
Market Risk
The fund is inherently risky as it is 100% invested in U.S. equities, meaning it will participate fully in market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 99.5 | The fund invests in a broad selection of large-cap U.S. companies that pass stringent moral and ethical screenings. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small residual cash position is held for liquidity and operational purposes. |
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 8.88% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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