Key stats
About AdvisorShares Focused Equity ETF
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Inception date
Sep 20, 2016
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Finance
Producer Manufacturing
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.