Clough Select Equity ETF (CBSE)
29.26
+0.28
(+0.97%)
USD |
NYSEARCA |
May 10, 16:00
29.26
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.86% | -0.02% | 13.62M | 897.03 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.28% | 465.0% | 4.937M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks capital appreciation and lower volatility than the broader market. 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. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, 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 | US Equity |
Broad Category | Equity |
Category Name | Small Growth |
Category Index | Russell 2000 Growth TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Clough Capital Partners L.P. |
Prospectus Benchmark Index | |
Bloomberg Wld LnM CapTR 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 capital appreciation and lower volatility than the broader market. 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. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, 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 | US Equity |
Broad Category | Equity |
Category Name | Small Growth |
Category Index | Russell 2000 Growth TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Clough Capital Partners L.P. |
Prospectus Benchmark Index | |
Bloomberg Wld LnM CapTR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Vincent Lorusso | 3.47 yrs |