Touchstone Climate Transition ETF (HEAT) Holdings

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빠른 답변

Touchstone Climate Transition ETF (HEAT) has a 0.69% expense ratio and $14M in assets under management. Holdings and weights below are as of Mar 15, 2026.

In the stored portfolio snapshot, the largest listed holding is NVIDIA Corp (NVDA) at 3.01%, and the largest sector allocation is Technology at 25.4%.

Touchstone Climate Transition ETF (HEAT) ETF — Price, Holdings & Analysis

ETF 개요

The Touchstone Climate Transition ETF (HEAT) aims to capitalize on the global shift towards a more sustainable economy by investing in companies poised to benefit from climate transition. The fund invests primarily in equity securities, including common stocks and depositary receipts, selecting companies that are actively involved in or benefiting from this transition. HEAT's portfolio is diversified across various sectors, with a significant emphasis on Technology (25.4%), Industrials (23.9%), and Consumer Cyclical (14.0%). Top holdings include NVIDIA Corp (3.01%), Alphabet Inc Class A (2.51%), and NextEra Energy Inc (2.38%). The fund's focus on climate transition differentiates it from broad market ETFs, targeting companies that are expected to outperform as the world moves towards cleaner energy and sustainable practices. This targeted approach may appeal to investors seeking exposure to the climate transition theme.

위험 지표

HEAT's risk profile is influenced by its concentrated investment strategy and sector allocations. The fund's focus on climate transition companies introduces concentration risk, as its performance is heavily reliant on the success of this specific theme. The significant allocation to Technology and Industrials sectors (25.4% and 23.9% respectively) exposes the fund to sector-specific risks and potential volatility. With a beta of 0.00, HEAT's volatility is currently unmeasurable relative to the market, but this may change as the fund matures. The expense ratio of 0.69% can create an expense drag on returns, especially when compared to passively managed broad market ETFs. These factors may be worth researching when evaluating HEAT's risk profile.

베타: 0.00

운용보수율

0.69%

HEAT은(는) 무엇을 보유하고 있나요?

보유 종목	비중
NVIDIA Corp (NVDA)	3.01%
Dreyfus Government Cash Mgmt Instl (DGCXX)	2.64%
Alphabet Inc Class A (GOOGL)	2.51%
NextEra Energy Inc (NEE)	2.38%
Steel Dynamics Inc (STLD)	2.35%
Thermo Fisher Scientific Inc (TMO)	2.29%
First Solar Inc (FSLR)	2.27%
SSE PLC (SSE.L)	2.24%
Amazon.com Inc (AMZN)	2.22%
London Stock Exchange Group PLC (LSEG.L)	2.10%

보유 종목 및 비중: 2026년 3월 15일 기준. 이 펀드 데이터는 45일 이상 지났습니다. 최신 보유 종목은 발행사에서 확인하세요.

펀드는 어떻게 배분되어 있나요?

섹터	비중
기술	25.4%
산업재	23.9%
경기소비재	14.0%
기초 소재	12.6%
유틸리티	11.5%
금융 서비스	4.2%
커뮤니케이션 서비스	2.6%
헬스케어	2.4%
부동산	1.6%
필수소비재	1.1%
에너지	0.8%
현금 및 기타	0.0%

국가	비중
기타	100.0%

배당수익률

0.00%

iShares Morningstar Small-Cap Growth ETF (JKK) — 0.06% expense ratio
ARK Innovation ETF (ARKK) — 0.75% expense ratio
Invesco QQQ Trust, Series 1 (QQQ) — 0.18% expense ratio
State Street Energy Select Sector SPDR ETF (XLE) — 0.08% expense ratio
WisdomTree Emerging Markets ESG Fund (DVEM) — 0.32% expense ratio
Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) — 0.59% expense ratio
State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) — 0.16% expense ratio
State Street Technology Select Sector SPDR ETF (XLK) — 0.08% expense ratio

Touchstone Dynamic International ETF (TDI) (Equity) — 0.65% expense ratio
Touchstone Strategic Income ETF (SIO) (Fixed Income) — 0.50% expense ratio
Touchstone Securitized Income ETF (TSEC) (Fixed Income) — 0.41% expense ratio

질문 및 답변

What is HEAT and what does it track?

The Touchstone Climate Transition ETF (HEAT) is an actively managed fund that focuses on investing in companies expected to benefit from a transitioning climate environment.

The fund aims to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets in companies involved in this climate transition.

What is the expense ratio for HEAT?

The Touchstone Climate Transition ETF (HEAT) has an expense ratio of 0.69%. This means that for every $10,000 invested in the fund, investors will pay $69 in annual fees to cover the fund's operating expenses.

What are the top holdings in HEAT?

As of 2026-03-15, the top holdings in the Touchstone Climate Transition ETF (HEAT) include NVIDIA Corp (3.01%), Dreyfus Government Cash Mgmt Instl (2.64%), and Alphabet Inc Class A (2.51%).

Other significant holdings include NextEra Energy Inc (2.38%) and Steel Dynamics Inc (2.35%).

Is HEAT a good long-term investment?

Whether the Touchstone Climate Transition ETF (HEAT) is a suitable long-term investment depends on an individual's investment goals, risk tolerance, and time horizon.

The fund's focus on climate transition companies offers potential for long-term growth as the world shifts towards a more sustainable economy.

How does HEAT compare to similar ETFs?

The Touchstone Climate Transition ETF (HEAT) differentiates itself through its specific focus on companies benefiting from climate transition. Compared to broader ESG or clean energy ETFs, HEAT offers a more targeted approach.

The fund's expense ratio of 0.69% is higher than some passively managed ETFs, but it is important to consider that HEAT is actively managed.

Does HEAT pay dividends?

As of 2026-03-15, the Touchstone Climate Transition ETF (HEAT) has a dividend yield of 0.00%. This indicates that the fund currently does not distribute any dividends to its shareholders.

Investors seeking income from their investments may want to consider other ETFs with a higher dividend yield. However, it is important to note that dividend yields can fluctuate over time and are not guaranteed.

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