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ETFs

Changebridge Select Equity ETF

CBSE
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Nov 13 2020
Expense Ratio
0.85%
Type
US Equities
Fund Owner
Changebridge Capital
Volume (1m avg. daily)
$13,974
AUM
$5,929,775
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

n/a
Cash & Other
3.88%
HUMA
Humacyte Inc
3.39%
PL
Planet Labs PBC - Ordinary Shares - Class A
3.21%
TMDX
Transmedics Group Inc
3.21%
INDI
Indie Semiconductor Inc - Ordinary Shares - Class A
3.07%
SCI
Service Corp. International
3.03%
HE
Hawaiian Electric Industries, Inc.
3.02%
AEP
American Electric Power Company Inc.
2.93%
AVA
Avista Corp.
2.93%
BTG
B2gold Corp
2.87%
Invest with CBSE

What is CBSE?

Changebridge Select Equity ETF (the Fund ) seeks capital appreciation and lower volatility than the broader market. The strategy incorporates a combination of quantitative and fundamental research to identify equity securities that it believes are undervalued. Integrating sustainable investing considerations such as ESG factors into the investment process helps uncover businesses that are creating a long-term competitive advantage. This holistic approach to understanding quantitative and fundamental factors with an assessment of sustainability are the foundations for value creation.

ETFs related toCBSE

ETFs correlated to CBSE include VTWG, IWO, BBMC

CBSE
Listed Funds Trust - Changebridge Select Equity ETF
VTWG
Vanguard Group, Inc. - Vanguard Russell 2000 Growth Index ETF
IWO
BlackRock Institutional Trust Company N.A. - iShares Russell 2000 Growth ETF
BBMC
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
BKSE
BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
SMMD
BlackRock Institutional Trust Company N.A. - iShares Russell 2500 ETF
VXF
Vanguard Group, Inc. - Vanguard Extended Market Index ETF
ISCG
BlackRock Institutional Trust Company N.A. - iShares Morningstar Small-Cap Growth ETF
UWM
ProShares Trust - ProShares Ultra Russell 2000 2X Shares
IWM
BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF
ESML
BlackRock Institutional Trust Company N.A. - iShares ESG Aware MSCI USA Small-Cap ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toCBSE

#IWM

Russell 2000

Category

Benchmarks

Risk Rating

Aggressive

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with CBSE using Composer

FAQ

CBSE is a US Equities ETF. Changebridge Select Equity ETF (the Fund ) seeks capital appreciation and lower volatility than the broader market. The strategy incorporates a combination of quantitative and fundamental research to identify equity securities that it believes are undervalued. Integrating sustainable investing considerations such as ESG factors into the investment process helps uncover businesses that are creating a long-term competitive advantage. This holistic approach to understanding quantitative and fundamental factors with an assessment of sustainability are the foundations for value creation.

Yes, CBSE is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, CBSE is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on CBSE is 0.0147%. This is the percent change in the value of CBSE over the most recent 1-month period. The 3-month return on CBSE is 0.0162%. This is the percent change in the value of CBSE over the most recent 3-month period.

The standard deviation of CBSE for the past year is 0.2581%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to CBSE include SUSA, IGE, and SPHQ.

ETFs correlated to CBSE include VTWG, IWO, and BBMC.

ETFs that are inversely correlated to CBSE include RWM, SRTY, and TWM.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.