BEEZ vs. CSMD ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to Congress SMid Growth ETF (CSMD)
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
$29.88
Average Daily Volume
1,126
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
CSMD
Congress SMid Growth ETF
CSMD Description
The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.Grade (RS Rating)
Last Trade
$28.58
Average Daily Volume
37,329
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | BEEZ | CSMD |
---|---|---|
30 Days | 1.08% | 0.14% |
60 Days | 2.71% | -0.76% |
90 Days | -0.43% | -2.26% |
12 Months |
1 Overlapping Holdings
Symbol | Grade | Weight in BEEZ | Weight in CSMD | Overlap | |
---|---|---|---|---|---|
TSCO | D | 4.21% | 3.18% | 3.18% |
BEEZ: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Diagnostics & Research
Engineering & Construction
Household & Personal Products
Packaging & Containers
Semiconductor Equipment & Materials
Software - Infrastructure
Keywords:
E-Commerce
IBD 50
Retailing
S&P 500
Supply Chain Management
Abrasives
Aerospace
Aerospace Manufacturers
Analytics Applications
Animal Product
Animal Products
Application Lifecycle Management
Applied Sciences
Barcode
Biotechnology
Building Automation
Building Biology
Building Engineering
Building Insulation Materials
Cement Services