Morningstar

Clough Hedged Equity ETF CBLS

Morningstar Medalist Rating
Medalist Rating as of | See Clough Capital Investment Hub

Morningstar’s Analysis CBLS

Will CBLS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBLS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBLS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBLS’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Clough Hedged Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CBLS

More CBLS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

36.19 20M
Cash and Equivalents

BlackRock Liquidity T-Fund Instl

8.78 5M
Cash and Equivalents

Venture Global Inc Ordinary Shares - Class A

3.39 2M
Energy

SharkNinja Inc

2.95 2M
Consumer Cyclical

CCC Intelligent Solutions Holdings Inc

2.94 2M
Technology

RH Class A

2.92 2M
Consumer Cyclical

CrowdStrike Holdings Inc Class A

2.91 2M
Technology

UnitedHealth Group Inc

2.88 2M
Healthcare

Cheniere Energy Inc

2.87 2M
Energy

Rollins Inc

2.87 2M
Consumer Cyclical

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