Touchstone Climate Transition ETF (HEAT)
31.01
+0.16
(+0.53%)
USD |
BATS |
Dec 11, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.69% | 0.10% | 13.94M | 36.07 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.23% | 65.00% | -88203.00 | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide investors with capital appreciation. The Fund invests at least 80% of its assets in companies that benefit from a transitioning climate environment. The Fund invests in equity and equity-related securities of solution providers, transition leaders and adaptation opportunities of companies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Touchstone Investments |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 12, 2025.
Asset Allocation
As of July 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.56% |
| Stock | 98.93% |
| Bond | 0.51% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.00% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide investors with capital appreciation. The Fund invests at least 80% of its assets in companies that benefit from a transitioning climate environment. The Fund invests in equity and equity-related securities of solution providers, transition leaders and adaptation opportunities of companies. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Touchstone Investments |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |