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CWS) Earns 5-Star Morningstar Score™

Funding technique relies on the Crossing Wall Road “Purchase Record” revealed by Eddy Elfenbein

BETHESDA, MD., Nov 22, 2022 /PRNewswire/ — AdvisorShares introduced that the AdvisorShares Centered Fairness ETF (Ticker: CWS) has obtained a 5-Star Morningstar Score™. CWS earned 5 stars for its general (out of 535 funds), 5 stars for its three-year (out of 535 funds) and 5 stars for its five-year (out of 494 funds) risk-adjusted returns in Morningstar’s Mid-Cap Progress class, as of October 31, 2022.

AdvisorShares Brand (PRNewsfoto/AdvisorShares)

The AdvisorShares Centered Fairness ETF bases its funding technique on Eddy Elfenbein’s standard Crossing Wall Road “Purchase Record.” Elfenbein’s Purchase Record has revealed yearly since 2006 and carries a large following. The ETF applies a buy-and-hold technique: it invests within the shares of well-run corporations which have a historical past of market dominance, rising gross sales and earnings, affordable worth, and a report of rising dividends.

Elfenbein believes {that a} disciplined buy-and-hold technique is right for using out market storms. CWS strives to purchase the highest-quality shares on the lowest attainable costs. By specializing in worth, CWS goals to scale back its danger to broad-based market drops. A dedication to worth additionally aids long-term capital appreciation.

CWS additionally has an progressive fulcrum charge construction the place the administration charge is instantly tied to the ETF’s efficiency.

Previous efficiency is just not indicative of future outcomes. For standardized and month-end efficiency and extra details about CWS, please go to

AdvisorShares often hosts dwell webinars that includes portfolio managers and strategists, together with Mr. Elfenbein and different main trade consultants. Chances are you’ll study extra and register on the AdvisorShares Occasion Heart for upcoming occasion periods and academic insights.

About AdvisorShares

AdvisorShares is a number one supplier of lively ETFs. For monetary professionals and buyers requesting extra data, name 1-877-843-3831 or go to Comply with @AdvisorShares on Twitter and on Fb, YouTube, LinkedIn and Twitch for extra insights.

Earlier than investing it’s best to fastidiously contemplate the Fund’s funding aims, dangers, expenses and bills. This and different data is within the prospectus, a replica of which can be obtained by visiting the Fund’s web site at Please learn the prospectus fastidiously earlier than you make investments. Foreside Fund Providers, LLC, distributor.

The Morningstar Score™ for funds, or “star ranking”, is calculated for managed merchandise (together with mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with a minimum of a three- 12 months historical past. Alternate-traded funds and open-ended mutual funds are thought of a single inhabitants for comparative functions. It’s calculated primarily based on a Morningstar Threat-Adjusted Return measure that accounts for variation in a managed product’s month-to-month extra efficiency, putting extra emphasis on downward variations and rewarding constant efficiency. The highest 10% of merchandise in every product class obtain 5 stars, the following 22.5% obtain 4 stars, the following 35% obtain 3 stars, the following 22.5% obtain 2 stars, and the underside 10% obtain 1 star. The Total Morningstar Score for a managed product is derived from a weighted common of the efficiency figures related to its three-, five-, and 10-year (if relevant) Morningstar Score metrics. The weights are: 100% three-year ranking for 36-59 months of complete returns, 60% five-year ranking/40% three-year ranking for 60-119 months of complete returns, and 50% 10-year ranking/30 % five-year ranking/20% three-year ranking for 120 or extra months of complete returns. Whereas the 10-year general star ranking method appears to provide essentially the most weight to the 10-year interval, the latest three-year interval really has the best influence as a result of it’s included in all three ranking durations.

There isn’t a assure that the Fund will obtain its funding goal. An funding within the Fund is topic to danger, together with the attainable lack of principal quantity invested. The costs of fairness securities rise and fall each day. These value actions could end result from components affecting particular person issuers, industries or the inventory market as a complete. Shares of the Fund could commerce above or under their internet asset worth (“NAV”). The buying and selling value of the Fund’s shares could deviate considerably from their NAV during times of market volatility. There could be no assurance that an lively buying and selling marketplace for the Fund’s shares will develop or be maintained. As well as, fairness markets have a tendency to maneuver in cycles which can trigger inventory costs to fall over brief or prolonged durations of time. Different Fund dangers embody market danger, liquidity danger, massive cap, mid cap, and small cap danger. Please see prospectus for particulars concerning danger.


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