Pump Up the JamMonthly Chart of CBLS. Bullish! Little Island Reversal w./ a double bottom. Expecting to C higher monthly Close(s). Higher lows on each month.
Key stats
About Clough Hedged Equity ETF
Expense ratio
2.59%
Home page
Inception date
Nov 13, 2020
ISIN
US53656F6491
CBLS has free rein within the US-listed equity market to establish long and short positions based on the fund advisers 5-11 year outlook for the space. The objective is to provide capital appreciation while minimizing volatility as compared to the broader equity market. Long positions focus on sectors, industries, or specific companies, generally small and midcap stocks, the adviser believes are undervalued or overlooked. Stocks are analyzed for quantitative factors of quality, value, momentum, size and volatility. In addition, fundamental criteria such as: assessment of competitors, suppliers, customers, replacements and ESG attributes are also considered. Short positions are entered on stocks believed to have declining fundamentals such as earnings, revenue or weakening market position compared to competitors. Prior to March 13, 2023, the fund traded under the name Clough Hedged Equity ETF. The fund traded under the name Clough Hedged Equity ETF. On March 04, 2024, CBLS underwent the name change.
Classification
What's in the fund
Exposure type
Electronic Technology
Cash
Stocks87.40%
Electronic Technology14.16%
Non-Energy Minerals6.97%
Health Technology6.02%
Technology Services5.34%
Industrial Services4.97%
Consumer Durables4.22%
Consumer Services4.16%
Finance3.13%
Energy Minerals2.97%
Producer Manufacturing2.83%
Distribution Services2.48%
Utilities2.43%
Commercial Services1.44%
Process Industries0.93%
Retail Trade−1.04%
Bonds, Cash & Other12.60%
Cash47.24%
Mutual fund7.90%
Miscellaneous−42.54%
