CHRIGlobal X S&P 500 Christian Values ETF

Grow my moneyNewRanked #2,309 of 2,960 in this goal

Seeks investment results that correspond to the price and yield performance of the S&P 500 Christian Values Screened Index.

By Global X Funds · Launched 2025

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$6M

#4,953 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

9 months

#4,774 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,154+11.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Focus

Faith Based

Index tracked

S&P 500 Christian Values Screened Index

What it actually holds

By weight

Concentration

Top 10 holdings = 40.5% of fundmoderately concentrated

NVIDIA CORPORATION

8.5%

APPLE INC.

6.9%

MICROSOFT CORPORATION

6.6%

AMAZON.COM, INC.

4.1%

BROADCOM INC.

3.0%

ALPHABET INC.

2.9%

META PLATFORMS, INC.

2.5%

ALPHABET INC.

2.3%

TESLA, INC.

2.2%

BERKSHIRE HATHAWAY INC.

1.6%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

39.4%

Financial Services

11.1%

Communication

10.7%

Consumer Cyclical

9.9%

Industrials

7.9%

Healthcare

7.8%

Consumer Defensive

4.5%

Energy

3.1%

Other

5.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks investment results that correspond to the price and yield performance of the S&P 500 Christian Values Screened Index.
Strategy: Invests primarily in securities of the S&P 500 Christian Values Screened Index, which excludes companies involved in activities inconsistent with biblical values. The Fund uses a replication strategy to match the index's sector exposures and may utilize representative sampling when necessary.
Inception date: September 23, 2025
Fund family: Global X Funds