AMAX vs. BEEZ ETF Comparison
Comparison of RH Hedged Multi-Asset Income ETF (AMAX) to Honeytree U.S. Equity ETF (BEEZ)
AMAX
RH Hedged Multi-Asset Income ETF
AMAX Description
RH Hedged Multi-Asset Income ETF seeks total return through a combination of capital appreciation and current income. The Fund invests primarily in fixed income securities and the Fund may also invest in mortgage-related high-yield instruments rated below investment grade (commonly referred to as junk bonds) with up to 15% of the Fund's assets.
Grade (RS Rating)
Last Trade
$7.96
Average Daily Volume
10,765
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.83
Average Daily Volume
586
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
Performance
Period | AMAX | BEEZ |
---|---|---|
30 Days | -0.21% | -1.30% |
60 Days | 0.02% | 0.44% |
90 Days | 1.00% | 4.26% |
12 Months | 15.26% | 23.42% |
0 Overlapping Holdings
Symbol | Grade | Weight in AMAX | Weight in BEEZ | Overlap |
---|
AMAX Underweight 25 Positions Relative to BEEZ
Symbol | Grade | Weight | |
---|---|---|---|
INTU | B | -4.17% | |
HD | C | -4.13% | |
ACN | B | -4.11% | |
COST | A | -4.1% | |
NOW | B | -4.09% | |
CMI | A | -4.08% | |
EW | C | -4.07% | |
ZTS | D | -4.05% | |
V | A | -4.04% | |
FAST | B | -4.03% | |
ATR | B | -4.02% | |
WTS | B | -4.02% | |
MA | B | -4.01% | |
SHW | C | -3.99% | |
EQIX | A | -3.98% | |
ITW | B | -3.98% | |
APD | A | -3.97% | |
TMO | D | -3.92% | |
AMT | D | -3.91% | |
A | F | -3.9% | |
MAS | D | -3.87% | |
TSCO | D | -3.86% | |
TXN | C | -3.78% | |
LRCX | F | -3.76% | |
OLED | F | -3.72% |
AMAX: Top Represented Industries & Keywords
Industries:
Keywords:
Investment Strategy
ETF
Exchange Traded Fund
Exchange Traded Funds
Brent Crude
Contract Law
Crude Oil
Energy Economics
Forward Contract
Heating Oil
Invesco Powershares
Investment Management
Microeconomics
Nasdaq 100
Nasdaq 100 Index
Nasdaq Composite Index
Natural Gas
Options
Petroleum
Stock Market Index
BEEZ: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Credit Services
Diagnostics & Research
Semiconductor Equipment & Materials
Software - Application
Building Materials
Chemicals
Discount Stores
Drug Manufacturers - Specialty & Generic
Home Improvement Stores
Industrial Distribution
Information Technology Services
Medical Devices
Packaging & Containers
REIT - Diversified
Semiconductors
Specialty Chemicals
Specialty Retail
Telecom Services