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Convergence Long/Short Equity ETF CLSE

Medalist Rating as of | See Convergence Investment Hub

Morningstar’s Analysis CLSE

Will CLSE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin Convergence Long/Short Equity ETF's Morningstar Medalist Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings CLSE

  • Current Portfolio Date
  • Equity Holdings 357
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

35.54
9,179,186
Cash and Equivalents
3.21
829,680
Consumer Cyclical
2.24
577,525
Communication Services
2.23
576,704
Communication Services
2.14
553,901
Communication Services
2.10
541,403
Communication Services
1.86
480,000
Technology
1.84
475,589
Technology
1.76
455,071
Technology
1.58
407,614
Technology