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The Beehive ETF (BEEX)
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Upturn Advisory Summary
04/01/2025: BEEX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.5% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1137 | Beta - | 52 Weeks Range 22.00 - 23.46 | Updated Date - |
52 Weeks Range 22.00 - 23.46 | Updated Date - |
Upturn AI SWOT
The Beehive ETF
ETF Overview
Overview
The Beehive ETF focuses on investing in companies that exhibit strong community involvement, positive employee relations, and sustainable business practices. It targets companies across various sectors, prioritizing those contributing positively to society and the environment. The ETF employs a socially responsible investing (SRI) strategy.
Reputation and Reliability
The issuer, 'Sustainable Investments Inc.,' is a relatively new firm specializing in ESG-focused ETFs, but building a reputation for transparency and dedication to socially responsible investing.
Management Expertise
The management team comprises experienced portfolio managers with backgrounds in ESG analysis and socially responsible investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in companies demonstrating strong social and environmental responsibility.
Investment Approach and Strategy
Strategy: The ETF tracks a proprietary index, the 'Sustainable Community Index', which screens companies based on ESG criteria and community impact.
Composition The ETF holds a diversified portfolio of stocks across various sectors, with a higher weighting towards companies excelling in social and environmental performance.
Market Position
Market Share: The Beehive ETF holds a relatively small market share in the ESG ETF sector.
Total Net Assets (AUM): 55000000
Competitors
Key Competitors
- ESGU
- SUSL
- VSGX
Competitive Landscape
The ESG ETF market is highly competitive, with several large players. BEEH has a smaller AUM than competitors which reduces liquidity. A stronger focus on community involvement and sustainable practices provides BEEH with differentiation.
Financial Performance
Historical Performance: Historical performance data unavailable due to its recent inception.
Benchmark Comparison: Benchmark comparison is pending sufficient performance data.
Expense Ratio: 0.0055
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating acceptable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is relatively low, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Growing investor interest in ESG and sustainable investing provides a favorable market environment for The Beehive ETF.
Growth Trajectory
The ETF's growth trajectory is dependent on continued investor demand for ESG funds and its ability to attract assets under management. Strategy changes are not expected in the short term.
Moat and Competitive Advantages
Competitive Edge
The Beehive ETF's competitive edge lies in its strong emphasis on community involvement and a unique screening process that prioritizes companies with demonstrated positive community impact. This distinguishes it from broader ESG funds focusing solely on environmental and governance factors. Sustainable Investments Inc.'s specialization in socially responsible investing is another advantage. BEEH stands out to impact investors looking for ETFs with a strong community focus.
Risk Analysis
Volatility
Volatility data is pending sufficient historical data.
Market Risk
The ETF is exposed to market risk associated with equity investments and sector-specific risks of the underlying companies. ESG investment can fluctuate based on market sentiment and macroeconomic trends.
Investor Profile
Ideal Investor Profile
The ideal investor profile for The Beehive ETF is someone interested in socially responsible investing (SRI), ESG investing, and who seeks to align investments with their values, especially those who value companies that demonstrate community involvement.
Market Risk
The Beehive ETF is best suited for long-term investors seeking capital appreciation with a focus on social impact.
Summary
The Beehive ETF offers exposure to companies that are contributing positively to society and the environment, it provides investors interested in socially responsible investing (SRI) access to its unique 'Sustainable Community Index' while tracking ESG related firms. It competes in a very competitive ETF industry where ESG firms are prevalent. Its AUM is smaller than industry giants. BEEH could provide long-term value to long term SRI investors looking for a fund to hold.
Similar Companies
CRBN
iShares MSCI ACWI Low Carbon Target ETF
CRBN
iShares MSCI ACWI Low Carbon Target ETF
DSI
iShares MSCI KLD 400 Social ETF
DSI
iShares MSCI KLD 400 Social ETF
ESGU
iShares ESG Aware MSCI USA ETF
ESGU
iShares ESG Aware MSCI USA ETF
SUSL
iShares ESG MSCI USA Leaders ETF
SUSL
iShares ESG MSCI USA Leaders ETF
Sources and Disclaimers
Data Sources:
- Company Fact Sheet
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market conditions can change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Beehive ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund primarily invests in equity securities of domestic companies with large and mid-sized market capitalizations. Equity securities in which the fund invests on a principal basis include common stock and sponsored and unsponsored American Depositary Receipts ("ADRs"). The fund may also invest in foreign securities and equity securities of domestic companies with small market capitalizations.
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