HEAT

Touchstone Climate Transition ETFTouchstone
AUM$14.2M
Expense Ratio0.69%
NAV$31.40
Holdings
InceptionMay 2, 2023

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$22.10$31.81

Avg Volume

Dividend Yield

Expense Ratio

0.69%

AUM

$14.2M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology25.36%
Industrials23.93%
Consumer Cyclical14.04%
Basic Materials12.59%
Utilities11.47%
Financial Services4.20%
Communication Services2.58%
Healthcare2.35%
Real Estate1.64%
Consumer Defensive1.06%
Energy0.77%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Category
Technology
Inception Date
May 2, 2023
Description
The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in companies that benefit from a transitioning climate environment. Equity securities generally include common stocks, preferred stocks, depositary receipts such as American Depositary Receipts (“ADRs”), Global Depositary Receipts (“GDRs”) and European Depositary Receipts (“EDRs”), and interests in other investment companies that invest in equity securities.

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The Touchstone Climate Transition ETF (HEAT) is an exchange-traded fund issued by Touchstone that launched on May 2, 2023. It currently manages $14.2M in assets under management. The fund charges an expense ratio of 0.69%. It falls under the Technology 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

PeriodReturnETFCat. Avgvs Avg
1D
1W
1M
3M
+0.02%
6M
+2.45%
YTD
1Y
+21.08%
3Y
+22.93%
5Y
+22.93%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.81

Current Price

52-Week Low

$22.10

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricHEATTechnology(1406 ETFs)ESG(346 ETFs)
Fund Info
Expense Ratio0.69%0.67%0.47%
AUM$14.2M$6.77B$897.2M
Dividend Yield2.82%2.56%
Avg Volume1.1M230.4K
Holdings196215
Performance
1-Month Return-3.55%-4.45%
6-Month Return+1.82%+2.95%
YTD Return-1.18%-0.25%
1-Year Return+18.49%+17.63%

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