OCIO

ClearShares OCIO ETF

Oct 17 • 04:00PM ET

37.16

+0.09 0.23 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Target Date / Multi-Asset - Other	Asset Type	Multi-Asset - Conservative	Tags	Global	Return% 1Y	8.79%	Total Holdings	39	Perf Week	1.49%
Sponsor	Exchange Traded Concepts	ETF Type		Tags	equity	Return% 3Y	13.48%	AUM	164.88M	Perf Month	0.14%
Fund Family		Bond Type		Tags	fixed-income	Return% 5Y	7.21%	NAV/sh		Perf Quarter	4.82%
Index	-	Average Maturity		Tags	debt-securities	Return% 10Y		52W High	37.52 -0.96%	Perf Half Y	20.22%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	30.60 21.44%	Perf YTD	9.45%
Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	Volatility	0.25% 0.26%	Perf Year	9.94%
Dividend TTM	0.65 (1.75%)	ESG Type		Tags	-	Flows% 3M	2.21%	ATR (14)	0.22	Perf 3Y	27.56%
Dividend Ex-Date	Sep 29, 2025	Dividend Type		Sector/Theme		Flows% YTD	3.30%	RSI (14)	53.78	Perf 5Y	35.86%
Dividend Gr. 3/5Y	9.91% 0.81%	Structure Type		Region		Flows% 1Y		Beta	0.61	Perf 10Y	-
Expense	0.64%	Growth/Value		SMA20	0.04%	Flows% 3Y		Rel Volume	0.29	Prev Close	37.07
Inverse/Leveraged		Market Cap		SMA50	1.12%	Flows% 5Y		Avg Volume	2.78K	Price	37.16
IPO	Jun 27, 2017	Option/Short	No / No	SMA200	6.60%	Trades		Volume	803	Change	0.23%

ClearShares OCIO ETF seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in equity securities (of any market capitalization), either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. The Advisor is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.

open in yahoo | open in marketwatch | open in google

OCIO

ClearShares OCIO ETF

Upgrade your FINVIZ experience