OCFS vs. PIO ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to PowerShares Global Water Portfolio (PIO)
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.
Grade (RS Rating)
Last Trade
$27.04
Average Daily Volume
1,098
20
PIO
PowerShares Global Water Portfolio
PIO Description
The PowerShares Global Water Portfolio (Fund) is based on the NASDAQ OMX Global Water Index. The Fund generally will invest at least 90% of its total assets in companies listed on a global exchange that create products designed to conserve and purify water for homes, businesses and industries. The Fund and the Index are rebalanced quarterly and reconstituted annually in April.Grade (RS Rating)
Last Trade
$40.70
Average Daily Volume
9,418
12
Performance
Period | OCFS | PIO |
---|---|---|
30 Days | -2.55% | -2.80% |
60 Days | 5.21% | -1.34% |
90 Days | 9.42% | -0.87% |
12 Months | 16.93% |
1 Overlapping Holdings
Symbol | Grade | Weight in OCFS | Weight in PIO | Overlap | |
---|---|---|---|---|---|
VLTO | D | 3.14% | 3.58% | 3.14% |
OCFS: Top Represented Industries & Keywords
PIO: Top Represented Industries & Keywords