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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.

A sound investment process and strong management team underpin Convergence Long/ Short Equity ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CLSE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

33.34 31.6 Mil
Cash and Equivalents

NVIDIA Corp

4.28 4.1 Mil
Technology

Microsoft Corp

3.46 3.3 Mil
Technology

Amazon.com Inc

3.21 3.0 Mil
Consumer Cyclical

Alphabet Inc Class A

2.80 2.7 Mil
Communication Services

Qualcomm Inc

2.60 2.5 Mil
Technology

Alphabet Inc Class C

2.38 2.3 Mil
Communication Services

Micron Technology Inc

2.22 2.1 Mil
Technology

Applied Materials Inc

2.13 2.0 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

2.08 2.0 Mil
Technology