CFCV vs. FCUS ETF Comparison
Comparison of ClearBridge Focus Value ETF (CFCV) to Pinnacle Focused Opportunities ETF (FCUS)
CFCV
ClearBridge Focus Value ETF
CFCV Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, or other exchange-traded investments with similar economic characteristics in which it is permitted to invest, of companies with large market capitalizations. It will only invest in instruments that trade on a U.S. exchange contemporaneously with the fund's shares and, for temporary or defensive purposes, in cash and cash equivalents.
Grade (RS Rating)
Last Trade
$37.18
Average Daily Volume
1,515
39
FCUS
Pinnacle Focused Opportunities ETF
FCUS Description
The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.Grade (RS Rating)
Last Trade
$29.18
Average Daily Volume
3,447
10
Performance
| Period | CFCV | FCUS |
|---|---|---|
| 30 Days | -0.31% | 1.44% |
| 60 Days | -0.21% | 14.91% |
| 90 Days | 3.26% | 4.40% |
| 12 Months | 16.92% | 36.20% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CFCV | Weight in FCUS | Overlap |
|---|
CFCV Overweight 39 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| SRE | A | 5.0% | |
| JPM | D | 4.64% | |
| WEC | A | 4.43% | |
| SHW | B | 4.35% | |
| MCK | F | 4.29% | |
| JNJ | C | 4.29% | |
| MCHP | F | 3.9% | |
| TMO | C | 3.87% | |
| AXP | A | 3.28% | |
| CMCSA | B | 3.22% | |
| MLM | D | 3.21% | |
| BDX | B | 3.12% | |
| EIX | A | 3.06% | |
| OTIS | A | 2.99% | |
| WMB | A | 2.98% | |
| MSI | A | 2.94% | |
| SCHW | D | 2.49% | |
| ITW | B | 2.42% | |
| UNH | B | 2.29% | |
| HD | A | 2.26% | |
| BAC | D | 2.23% | |
| VLTO | C | 2.2% | |
| MMC | D | 2.19% | |
| COF | C | 2.18% | |
| XPO | F | 1.91% | |
| AVGO | C | 1.88% | |
| HLN | A | 1.77% | |
| INTC | D | 1.67% | |
| PGR | C | 1.67% | |
| ORLY | A | 1.42% | |
| V | C | 1.35% | |
| META | A | 1.32% | |
| MSFT | C | 1.29% | |
| PH | B | 1.24% | |
| GOOGL | C | 1.17% | |
| DE | A | 1.01% | |
| DIS | D | 0.8% | |
| CVS | D | 0.77% | |
| SBUX | B | 0.55% |
CFCV: Top Represented Industries & Keywords
FCUS: Top Represented Industries & Keywords
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