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Clough Hedged Equity ETF CBLS

Morningstar Medalist Rating
Medalist Rating as of | See clough global Investment Hub

Morningstar’s Analysis CBLS

Will CBLS outperform in 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.

Weakness in Clough Hedged Equity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

41.34 14.7 Mil
Cash and Equivalents

First American Treasury Obligs X

9.50 3.4 Mil
Cash and Equivalents

Kinross Gold Corp

2.91 1.0 Mil
Basic Materials

Agnico Eagle Mines Ltd

2.90 1.0 Mil
Basic Materials

Cheniere Energy Inc

2.86 1.0 Mil
Energy

Skyline Champion Corp

2.82 1.0 Mil
Consumer Cyclical

Chart Industries Inc

2.80 993,483
Industrials

OneSpaWorld Holdings Ltd

2.75 976,629
Consumer Cyclical

Helix Energy Solutions Group Inc

2.51 890,628
Energy

Eli Lilly and Co

2.40 851,574
Healthcare