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.
Clough Hedged Equity ETF CBLS
Morningstar’s Analysis CBLS
Will CBLS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash | 40.11 | 23M | Cash and Equivalents |
BlackRock Liquidity T-Fund Instl | 8.69 | 5M | Cash and Equivalents |
Service Corp International | 3.43 | 2M | Consumer Cyclical |
Starbucks Corp | 3.38 | 2M | Consumer Cyclical |
Venture Global Inc Ordinary Shares - Class A | 3.19 | 2M | Energy |
Oscar Health Inc Class A | 3.18 | 2M | Healthcare |
Rollins Inc | 3.10 | 2M | Consumer Cyclical |
Southern Copper Corp | 2.67 | 2M | Basic Materials |
UnitedHealth Group Inc | 2.67 | 2M | Healthcare |
Snowflake Inc Ordinary Shares | 2.65 | 2M | Technology |
United States