Key stats
About Clough Hedged Equity ETF
Expense ratio
2.59%
Home page
Inception date
Nov 13, 2020
CBLS has free rein within the US equity market to establish long and short positions based on the fund advisers 5-11 year outlook for the space. The objective is to provide capital appreciation while minimizing volatility as compared to the broader equity market. Long positions focus on sectors, industries, or specific companies, generally small and midcap stocks, the adviser believes are undervalued or overlooked. Stocks are analyzed for quantitative factors of quality, value, momentum, size and volatility. In addition, fundamental criteria such as: assessment of competitors, suppliers, customers, replacements and ESG attributes are also considered. Short positions are entered on stocks believed to have declining fundamentals such as earnings, revenue or weakening market position compared to competitors. Prior to March 13, 2023, the fund name was Clough Hedged Equity ETF. The fund traded under the name Clough Hedged Equity ETF. On March 04, 2024, CBLS underwent the name change.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Utilities
Cash
Stocks94.33%
Electronic Technology17.06%
Utilities10.17%
Technology Services7.67%
Finance7.25%
Consumer Services6.94%
Industrial Services6.16%
Retail Trade4.66%
Consumer Durables3.59%
Energy Minerals2.62%
Producer Manufacturing2.11%
Health Technology1.92%
Process Industries1.72%
Bonds, Cash & Other5.67%
Cash32.98%
Mutual fund2.90%
ETF1.03%
Miscellaneous−31.25%
Top 10 holdings
Dividends
Dividend payout history