A

Conservative Growth

CGIX

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Index Performance

+4.87%
CGIX
+3.99%
SPY

Overview

Description

This index tracks the SPDR S&P 500 ETF Trust.

  • TickerCGIX
  • Inception Date01/01/2024
  • WeightingEqual
  • # of holdings10
What's inside?

Holdings

All holdings as of December 12, 2025
CSV download
AbbVie, Inc. (ABBV)13.92%$394.69B9.10%66.12%7.94
Johnson & Johnson (JNJ)13.09%$509.76B6.77%69.72%5.03
The Walt Disney Co. (DIS)11.64%$199.24B3.61%31.94%2.65
The Coca-Cola Co. (KO)11.56%$303.35B5.67%61.57%6.64
CVS Health Corp. (CVS)9.95%$100.82B7.83%13.43%0.42
The Hershey Co. (HSY)9.29%$36.87B6.49%31.58%3.73
Starbucks Corp. (SBUX)8.93%$97.05B2.80%16.36%3.18
PepsiCo, Inc. (PEP)8.71%$205.99B2.65%53.72%2.63
Target Corp. (TGT)6.81%$43.96B-1.55%25.66%0.56
UnitedHealth Group, Inc. (UNH)6.10%$309.65B12.24%N/A0.93
Market data by FactSet

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