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Clough Hedged Equity ETF CBLS

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.

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

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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 most expensive quintile among peers.

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Portfolio Holdings CBLS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

33.75 4.9 Mil
Cash and Equivalents

First American Treasury Obligs X

5.43 783,775
Cash and Equivalents

Kinross Gold Corp

2.76 397,888
Basic Materials

Agnico Eagle Mines Ltd

2.46 355,404
Basic Materials

Humacyte Inc

2.45 352,869
Healthcare

Skyline Champion Corp

2.43 350,524
Consumer Cyclical

NVIDIA Corp

2.41 347,241
Technology

OneSpaWorld Holdings Ltd

2.39 344,167
Consumer Cyclical

Trip.com Group Ltd ADR

2.37 342,352
Consumer Cyclical

MakeMyTrip Ltd

2.37 342,224
Consumer Cyclical