OCIOClearShares OCIO ETF
OCIO Fund Description
OCIO is an actively managed fund of funds that seeks to outperform a 60/40 blended benchmark by over or under weighting across a broad range of asset classes.
OCIO Factset Analytics Insight
OCIO toggles between global equities, fixed income and alternative investments. The fund managers will overweight exposures they believe are best positioned to deliver positive absolute and relative returns, and underweight areas they believe may encounter headwinds over the next 3-12 months. The fund typically allocates between 40-70% of the fund’s total assets to global equity exposure of any market capitalization and region, including emerging markets, real estate, and MLPs. Another 20-50% will be allocated to debt obligations, including US government, US and foreign corporate debt, high-yield, and mortgage- and asset-backed securities without limitations to duration or credit quality. Potentially, up to 20% of assets could be invested in alternative instruments including commodities, volatility derivatives, and managed futures. However, individual positions are capped at 5% of total assets. OCIO charges a reasonable fee in context.
OCIO Charts And Performance
OCIO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OCIO. OCIO is rated a 1 out of 5.