CGRO

CoreValues Alpha$24.03 ()
AUM $11.4MER 0.75%NAV $30.02Holdings

Price Chart

Key Statistics

Previous Close

$24.29

Day Range

N/A

52-Week Range

$22.87$32.22

Avg Volume

237

Dividend Yield

2.75%

Expense Ratio

0.75%

AUM

$11.4M

Shares Outstanding

395.1K

ETF Grades

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Sector Breakdown

SectorWeight %
Consumer Cyclical43.83%
Industrials15.17%
Technology14.77%
Communication Services14.23%
Healthcare5.56%
Financial Services3.08%
Consumer Defensive2.41%
Real Estate0.97%

Country Allocation

CountryWeight %
China84.94%
Singapore5.01%
United States3.89%
Ireland2.62%
Hong Kong2.37%
Other1.16%

Fund Information

Inception Date
Oct 2, 2023
Exchange
NYSE_ARCA
Description
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in equity securities of companies operating in high-growth sectors in Greater China, which includes mainland China, Taiwan, and China’s special administrative regions, such as Hong Kong. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
XLYState Street Consumer Discretionary Select Sector SPDR ETF$23.41B
SCHPSchwab U.S. TIPS ETF$15.67B
MCHIiShares MSCI China ETF$6.83B
KWEBKraneShares CSI China Internet ETF$6.58B
VCRVanguard Consumer Discretionary ETF$6.20B

The CoreValues Alpha Greater China Growth ETF (CGRO) is an exchange-traded fund issued by CoreValues Alpha that launched on Oct 2, 2023. It currently manages $11.4M in assets under management. The fund charges an expense ratio of 0.75%. It falls under the Consumer Cyclical category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
-2.84%
1M
+4.37%
3M
-12.24%
6M
-20.23%
YTD
-14.33%
1Y
-4.84%
3Y
+18.85%
5Y
+18.85%

Moving Averages

20-Day MA

$24.11

Below 20-Day MA
50-Day MA

$24.43

Below 50-Day MA
200-Day MA

$27.52

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.22

Current Price

$24.03

52-Week Low

$22.87

$22.87$32.22

Current Yield

2.75%

Annual Dividend

$1.2744

Frequency

1x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.6667Dec 30, 2025
Dec 23, 2024$0.5654Dec 26, 2024
Dec 27, 2023$0.0424Dec 29, 2023

Dividend Payments Over Time

Category Comparison

MetricCGROConsumer Cyclical(143 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.75%0.74%0.80%
AUM$11.4M$661.2M$325.7M
Dividend Yield2.75%6.00%6.78%
Avg Volume2371.4M143.2K
Holdings8683
Performance
1-Month Return+3.62%+8.20%+5.49%
6-Month Return-21.47%-6.83%-1.71%
YTD Return-11.19%-2.64%+1.76%
1-Year Return-3.87%+12.31%+10.71%

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