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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 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

28.77 3.1 Mil
Cash and Equivalents

First American Treasury Obligs X

5.70 623,657
Cash and Equivalents

Freeport-McMoRan Inc

3.08 337,246
Basic Materials

Broadcom Inc

2.79 305,407
Technology

ASML Holding NV ADR

2.78 304,281
Technology

Skyline Champion Corp

2.63 287,013
Consumer Cyclical

Trip.com Group Ltd ADR

2.60 283,815
Consumer Cyclical

Humacyte Inc

2.51 274,307
Healthcare

MakeMyTrip Ltd

2.50 273,498
Consumer Cyclical

NVIDIA Corp

2.48 270,902
Technology