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Morningstar

Clough Select Equity ETF CBSE

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

Morningstar’s Analysis CBSE

Will CBSE 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 CBSE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBSE 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 CBSE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Clough Select 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

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CBSE

More CBSE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

3.70 453,617
Cash and Equivalents

Trip.com Group Ltd ADR

3.49 428,177
Consumer Cyclical

Broadcom Inc

3.29 403,439
Technology

Humacyte Inc

3.29 403,094
Healthcare

ASML Holding NV ADR

3.28 402,436
Technology

Apple Inc

3.06 375,224
Technology

Sterling Infrastructure Inc

2.95 361,372
Industrials

Microsoft Corp

2.94 359,973
Technology

Lam Research Corp

2.77 339,798
Technology

Skyline Champion Corp

2.73 335,025
Consumer Cyclical