CSMLIQ Chaikin U.S. Small Cap ETF
CSML Fund Description
CSML tracks an equal-weighted index of small US companies selected by value, growth, technical, and sentiment factors.
CSML Factset Analytics Insight
CSML provides a multifactor view on the US small-cap space using the Chaikin Power Gauge, a model based on 20 fundamental and technical metrics divided into four primary components: value (weighted 35%), growth (20%), technical (15%) and sentiment (30%). The index starts with narrowing down all the eligible securities from the NASDAQ US 1500 Index using a risk filter which omits the riskiest third of the securities based mainly on beta and volatility. From this subset, 500 securities having the highest ranking per the Chaikin Power Gauge metrics will be selected for inclusion, considering necessary industry constraints. Components are then equally weighted and rebalanced annually. Overall, CSML’s take on the US small-cap makes it a great complement to CLRG, a fund that targets the US large-cap space.
CSML Summary Data
CSML Portfolio Data
CSML Index Data
CSML Portfolio Management
CSML Tax Exposures
CSML Fund Structure
CSML Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CSML. CSML is rated a 4 out of 5.
CSML Sector/Industry Breakdown
CSML Top 10 Holdings[View All]
CSML Economic Development
CSML Performance Statistics
CSML Benchmark Comparison Summary
CSML Benchmark Comparison Market Cap Size