OCIO : ClearShares OCIO ETF

OCIO is a Allocation Market All-In-One with MODERATE fees.

OCIO

ClearShares OCIO ETF

FI Score

48 /100

Diversification Rating

8 /10

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

48% FI Score
  • ocio
  • ETF
  • Allocation
  • All-In-One

ClearShares OCIO ETF

Expenses: 0.67% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment 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 underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.

Largest Holdings

Amount Holding
4.64% Vanguard S&P 500 ETF
4.63% iShares Core S&P 500 ETF
4.61% Vanguard Growth Index Fund ETF Shares
4.57% iShares Core Total USD Bond Market ETF
4.40% Vanguard Total Stock Market Index Fund ETF Shares
4.34% Vanguard Value Index Fund ETF Shares
4.26% Vanguard FTSE Developed Markets Index Fund ETF Shares
4.22% Schwab 1000 ETF
4.10% Vanguard FTSE All-World ex-US Index Fund ETF Shares
4.08% iShares Core MSCI Total International Stock ETF

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