CWSAdvisorShares Focused Equity ETF
CWS Fund Description
CWS is an actively-managed ETF that aims to achieve long-term capital appreciation and outperform the S&P 500 Index by holding a focused group of US-listed stocks using proprietary models.
CWS Factset Analytics Insight
CWS holds a small basket of fundamentally sound US mid and large-cap companies in order to outperform the S&P 500 Index. These are companies that have shown strong sales history, high earnings quality and dominant positions in their respective markets, among other attributes. The fund manager uses a variety of proprietary models to evaluate companies’ intrinsic value and growth potential. Unlike other active equity funds on the market, CWS takes a longer-term view on its holdings and aims to minimize portfolio turnover.
CWS MSCI ESG Analytics Insight
AdvisorShares Focused Equity ETF has an MSCI ESG Fund Rating of A based on a score of 5.96 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. AdvisorShares Focused Equity ETF ranks in the 45th percentile within its peer group and in the 56th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CWS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
CWS Summary Data
CWS Portfolio Data
CWS Index Data
CWS Portfolio Management
CWS Tax Exposures
CWS Fund Structure
CWS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CWS. CWS is rated a 4 out of 5.
CWS Sector/Industry Breakdown
CWS Top 10 Holdings[View All]
CWS Economic Development
CWS Performance Statistics
CWS MSCI ESG Ratings
CWS Benchmark Comparison Summary
CWS Benchmark Comparison Market Cap Size