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.
Morningstar’s Analysis CLSE
Will CLSE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 357
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 20.5