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Focused Equity Investing
ADVISORSHARES
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Contrary to what some may believe, buying the stocks of quality companies and holding on to them for long-term growth is not obsolete. In fact this is the principal investment strategy of the AdvisorShares Focused Equity ETF (CWS).
CWS tends to focus on more traditional companies that manufacture products which are used in our everyday lives – i.e., elevators, heating / air-conditioning equipment, outdoor decking, medical devices, pharmaceuticals, air plane parts, cooking equipment / appliances, and chocolate.
| The AdvisorShares Focused Equity ETF (CWS) seeks to do just that: |
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seeks to invest in high quality stock of companies that hold a dominant position in their respective markets and maintain a strong economic moat.
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buys the stocks of fundamentally sound companies that have shown consistent financial results, earnings growth, competitive advantages, and favorable value
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holds for long-term capital appreciation using a disciplined buy-and-hold strategy which can help avoid out knee-jerk reactions to market volatility and reduce turnover
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uses fundamental, bottom-up research and alpha-seeking strategy to construct a highly selective and focused portfolio
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| How Has CWS Performed? |
Learn More > |
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As of 08/31/2023, the Fund had the following Morningstar ratings: 5 stars out of 382 funds, 4 stars out of 382 funds, and 5 stars out of 357 funds for the overall, 3-year, and 5-year periods respectively. Past performance is not indicative of future returns. |
| Overall Morningstar Rating | Mid-Cap Growth |
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| Total Return % (as of 08/31/23) |
3 Mo. |
YTD |
1 Yr. |
3 Yr. |
5 Yr. |
Incept. |
| CWS (market) |
12.64 |
16.09 |
24.89 |
11.93 |
11.10 |
12.46 |
| CWS (NAV) |
12.77 |
16.31 |
24.39 |
11.69 |
11.10 |
12.73 |
| S&P 500 Index |
8.28 |
18.73 |
15.94 |
10.52 |
11.12 |
n/a |
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CWS's gross and net expense ratios are 1.09% and 0.65%, respectively.
Past performance does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. For the most recent month-end and standardized performance click the ticker: CWS.
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We Know Your Time Is Valuable
We Are Here for You
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to an ADVISORSHARES Portfolio Manager or Investment Consultant.
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An Investment Consultant can be reached at 1.877.843.3831 to discuss our actively managed ETF offerings. We are able to assist with special order handling to ensure that you receive the best trading execution.
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– For Institutional Investors Use Only. Not For Use with the Retail Public. –
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at www.AdvisorShares.com. Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The prices of equity securities rise and fall daily. These price movements may result from factors affecting individual issuers, industries or the stock market as a whole. Shares of the Fund may trade above or below their net asset value (“NAV”). The trading price of the Fund’s shares may deviate significantly from their NAV during periods of market volatility. There can be no assurance that an active trading market for the Fund’s shares will develop or be maintained. In addition, equity markets tend to move in cycles which may cause stock prices to fall over short or extended periods of time. Other Fund risks include market risk, liquidity risk, large cap, mid cap, and small cap risk. Please see prospectus for details regarding risk.
The Morningstar Rating™ for funds, or "star rating," is calculated for managed products with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- and five-year Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns.
©2023 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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