Clearshares Ocio Etf Profile
| OCIO Etf | USD 35.27 0.10 0.28% |
PerformanceOK
| Odds Of DistressLow
|
ClearShares OCIO is selling at 35.27 as of the 16th of February 2025; that is 0.28 percent decrease since the beginning of the trading day. The etf's open price was 35.37. ClearShares OCIO has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The fund is expected to typically invest approximately 40 percent to 70 percent of its total assets in equity securities , either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. More on ClearShares OCIO ETF
Moving together with ClearShares Etf
| 0.93 | AOR | iShares Core Growth | PairCorr |
| 0.91 | GDMA | Alpha Architect Gdsdn | PairCorr |
| 0.64 | MFUL | Collaborative Investment | PairCorr |
Moving against ClearShares Etf
ClearShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Moderate Allocation, ClearShares (View all Sectors) |
| Issuer | ClearShares |
| Inception Date | 2017-06-26 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 151.42 Million |
| Average Trading Valume | 1,243 |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | ClearShares, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Jonathan Robinson, Brandon Langley |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 41.0 |
| Market Maker | Jane Street |
| Total Expense | 0.65 |
| Management Fee | 0.55 |
| Country Name | USA |
| Returns Y T D | 3.41 |
| Name | ClearShares OCIO ETF |
| Currency Code | USD |
| Open Figi | BBG00H1CXHB8 |
| In Threey Volatility | 10.13 |
| 1y Volatility | 7.7 |
| 200 Day M A | 33.63 |
| 50 Day M A | 34.6298 |
| Code | OCIO |
| Updated At | 16th of February 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.18 |
ClearShares OCIO ETF [OCIO] is traded in USA and was established 2017-06-26. The fund is listed under Moderate Allocation category and is part of ClearShares family. The entity is thematically classified as Target Outcome ETFs. ClearShares OCIO ETF now have 118.08 M in assets. , while the total return for the last 3 years was 6.9%.
Check ClearShares OCIO Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on ClearShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ClearShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as ClearShares OCIO ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top ClearShares OCIO ETF Etf Constituents
| INTF | iShares Edge MSCI | Etf | Foreign Large Blend | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| BIL | SPDR Bloomberg 1 3 | Etf | Ultrashort Bond | |
| SCHD | Schwab Dividend Equity | Etf | Large Value | |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond | |
| IVV | iShares Core SP | Etf | Large Blend | |
| USMV | iShares MSCI USA | Etf | Large Blend | |
| SPTM | SPDR Portfolio SP | Etf | Large Blend |
ClearShares OCIO ETF Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in ClearShares OCIO. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0447 | |||
| Jensen Alpha | 0.0268 | |||
| Total Risk Alpha | 0.0263 | |||
| Sortino Ratio | 0.045 |
ClearShares OCIO Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in ClearShares OCIO ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of ClearShares OCIO ETF is measured differently than its book value, which is the value of ClearShares that is recorded on the company's balance sheet. Investors also form their own opinion of ClearShares OCIO's value that differs from its market value or its book value, called intrinsic value, which is ClearShares OCIO's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because ClearShares OCIO's market value can be influenced by many factors that don't directly affect ClearShares OCIO's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between ClearShares OCIO's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearShares OCIO is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearShares OCIO's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.