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Sunday, August 23, 2026The Morning Brief →Sign in
CEFSSABA CLOSED-END FUNDS ETF

SABA CLOSED-END FUNDS ETF

$25.34-0.05% today
222652-WK
Price & daily flows
25.024.022.925.34DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +11.4% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$223Massets under management
expense ratio
net flow, trailing month
78Kavg daily volume, 30 days
0holdings · US-domiciled
2024listed April 29, 2024 · beta 0.59
Sector weights
Mutual fund270.18%
Technology21.31%
Healthcare17.22%
Basic Materials9.95%
Industrials9.83%
Energy7.78%
Utilities7.7%
Financial Services7.42%
Consumer Cyclical6.44%
Communication Services5.1%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-1.5%
1 month+0.9%
3 months+1.9%
6 months+8.0%
YTD+11.4%
1 year+11.8%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
11%realized volatility, 30 days (annualized)
11%realized volatility, 1 year
-6.3%deepest fall from a peak, 1 year
-1.8%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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