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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
10/28/2026: CHRI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
CHRI provides exposure to the S&P 500 while filtering out companies involved in industries that conflict with Christian values. Its primary strength is the combination of established, liquid large-cap equity exposure with a rules-based ethical screen, managed by a reputable issuer. It serves as a core portfolio holding for investors looking to align their financial strategy with their faith. Key risks include higher expense ratios than non-screened benchmarks and potential performance divergence from the total market due to sector exclusions. It is most suitable for long-term investors who prioritize values-based investing and can tolerate the idiosyncratic risks of a screened index.
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 captures the growth potential of major U.S. large-cap companies within the S&P 500 framework. |
| Momentum investor | Mixed fit | Momentum performance is conditional on the underlying S&P 500 constituents' relative strength, which may be impacted by the exclusion of certain sectors. |
| Value investor | Strong fit | Investors seeking large-cap stability with an ethical overlay will find the valuation alignment consistent with core S&P 500 holdings. |
| Dividend/Income investor | Mixed fit | While it holds many dividend-paying companies, the exclusion of certain sectors may alter the overall yield profile compared to the total market. |
| Low-risk investor | Mixed fit | As an equity-focused fund, it carries the inherent market risk of large-cap stocks despite the values-based screening. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institutional participant who prioritizes moral, religious, or ethical alignment alongside their long-term U.S. equity investment goals.
Suitability
CHRI is best suited for long-term investors looking to build a core equity foundation that reflects personal values.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the general market volatility associated with large-cap U.S. stocks. |
| Market risk | Medium / high | Macroeconomic conditions that affect the S&P 500 will directly impact the fund's net asset value. |
| Concentration | Medium | By excluding specific sectors, the fund may become overweight in remaining sectors compared to the broader S&P 500. |
| Tracking/expense | Low | The fund effectively manages tracking error through its passive, rules-based replication of the index. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks may result in higher execution costs during periods of market stress. |
| Business/sector quality | Low | The screening process removes specific sectors, which changes the business risk profile relative to the total market index. |
Risk Analysis
Volatility
CHRI exhibits volatility characteristic of the S&P 500, though tracking error may occur due to sector exclusions.
Market Risk
The fund is fully exposed to the systematic risks of the U.S. large-cap equity market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities (S&P 500 constituents) | 99 | Provides broad exposure to the largest and most established U.S. companies that pass specific faith-based ethical screens. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minor cash holdings maintained for liquidity and to facilitate daily fund operations. |
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 7.79% | Avg. Invested days 62 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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