Clough Hedged Equity ETF (CBLS)
24.66
+0.10
(+0.42%)
USD |
NYSEARCA |
May 10, 16:00
24.66
0.00 (0.00%)
After-Hours: 19:30
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 2.59% | 0.02% | 12.28M | 3590.53 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.36% | 784.0% | 4.316M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation while minimizing volatility. The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser, believes to have above-average financial characteristics, be undervalued and/or have growth potential, and by taking short positions in securities the Adviser believes will decline in price. Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and depositary receipts. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Nontraditional Equity |
| Broad Category | Equity |
| Category Name | Long-Short Equity |
| Category Index | MSCI ACWI NR USD |
| Global Category Name | Long/Short Equity |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Clough Capital Partners L.P. |
| Prospectus Benchmark Index | |
| Bloomberg US Treasury 0-1 Yr Mat TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Vincent Lorusso | 3.47 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation while minimizing volatility. The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser, believes to have above-average financial characteristics, be undervalued and/or have growth potential, and by taking short positions in securities the Adviser believes will decline in price. Under normal circumstances, at least 80% of the fund’s net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and depositary receipts. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Nontraditional Equity |
| Broad Category | Equity |
| Category Name | Long-Short Equity |
| Category Index | MSCI ACWI NR USD |
| Global Category Name | Long/Short Equity |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Clough Capital Partners L.P. |
| Prospectus Benchmark Index | |
| Bloomberg US Treasury 0-1 Yr Mat TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Vincent Lorusso | 3.47 yrs |