CBSE – Clough Select Equity ETF – ETF Investment Strategy | Morningstar

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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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBSE	Clough Select Equity ETF	ETF	Open			Nov 12, 2020	$50.27M	0.850%	—	—	$10.58M

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