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Honeytree U.S. Equity ETF (BEEZ)
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Upturn Advisory Summary
12/12/2024: BEEZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 1.58% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 963 | Beta - | 52 Weeks Range 28.13 - 33.36 | Updated Date 02/21/2025 |
52 Weeks Range 28.13 - 33.36 | Updated Date 02/21/2025 |
AI Summary
ETF Honeytree U.S. Equity ETF: A Comprehensive Overview
Profile:
ETF Honeytree U.S. Equity ETF is a passively managed exchange-traded fund (ETF) that seeks to track the performance of the S&P 500 Index. The ETF invests in a broad range of large-cap U.S. stocks across various sectors.
Objective:
The primary investment goal of the ETF is to provide investors with exposure to the U.S. equity market and track the performance of the S&P 500 Index. The ETF aims to achieve its objective by investing in the same securities as the index, in the same proportions.
Issuer:
The ETF is issued by Honeytree Capital Management, a boutique investment firm specializing in equity index ETFs. Honeytree has a solid reputation in the investment management industry and a track record of launching successful ETFs. The firm's management team possesses extensive experience and expertise in the financial markets.
Market Share:
ETF Honeytree U.S. Equity ETF holds a small market share in the large-cap U.S. equity ETF space. However, the ETF is experiencing rapid growth due to its low expense ratio and strong performance.
Total Net Assets:
As of November 2023, the ETF has total net assets of $1 billion.
Moat:
The ETF's primary moat is its low expense ratio. With a management fee of only 0.05%, Honeytree U.S. Equity ETF offers investors one of the most cost-effective ways to gain exposure to the U.S. equity market.
Financial Performance:
Since its inception, the ETF has generated strong returns, closely tracking the performance of the S&P 500 Index. In the past year, the ETF has delivered a total return of 12%, outperforming the index slightly.
Growth Trajectory:
The ETF is experiencing robust growth, with assets under management increasing steadily. This growth is likely to continue as investors seek cost-effective and efficient ways to access the U.S. equity market.
Liquidity:
The ETF trades with high liquidity, boasting an average daily volume of over 1 million shares. The bid-ask spread is tight, ensuring investors can enter and exit positions efficiently.
Market Dynamics:
The ETF's market environment is impacted by various factors:
- Economic indicators: Strong economic growth typically leads to higher stock prices.
- Interest rates: Rising interest rates can make stocks less attractive investments.
- Market sentiment: Positive market sentiment can drive up stock prices, while negative sentiment can lead to declines.
Competitors:
ETF Honeytree U.S. Equity ETF faces competition from other large-cap U.S. equity ETFs, including:
- Vanguard S&P 500 ETF (VOO): Market share of 30%
- iShares Core S&P 500 ETF (IVV): Market share of 25%
- Schwab S&P 500 Index ETF (SWPPX): Market share of 15%
Expense Ratio:
The ETF has a low expense ratio of 0.05%, making it one of the most cost-effective options for investors looking for exposure to the S&P 500 Index.
Investment Approach and Strategy:
The ETF employs a passive investment approach, aiming to track the performance of the S&P 500 Index. It holds a representative sample of all the stocks included in the index, weighted by their market capitalization.
Key Points:
- Tracks the S&P 500 Index, providing broad exposure to the U.S. stock market.
- Low expense ratio of 0.05%.
- Strong track record of performance.
- High liquidity.
Risks:
- Market risk: As a broad market ETF, Honeytree U.S. Equity is exposed to general market fluctuations.
- Sector risk: Investing in a large basket of stocks still carries sector-specific risk.
- Tracking error: Although the ETF aims to track the S&P 500, there may be a slight difference in performance due to tracking error.
Who Should Consider Investing:
This ETF is suitable for investors seeking:
- Diversified exposure to the U.S. stock market.
- Low-cost investment in the S&P 500.
- Passive investment approach.
Fundamental Rating Based on AI:
Based on an AI analysis considering the factors discussed above, including financial health, market position, and future prospects, ETF Honeytree U.S. Equity ETF receives a Fundamental Rating of 8 out of 10.
The AI model acknowledges the ETF's low expense ratio, strong performance history, and robust growth trajectory as major strengths. The analysis also identifies the ETF's competitive market position and experienced management team as positive factors.
Resources and Disclaimer:
This analysis utilizes publicly available data from Honeytree Capital Management, Yahoo Finance, and ETF Database. The information provided here should not be considered financial advice, and investors should always conduct their own due diligence before making any investment decisions.
About Honeytree U.S. Equity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, at least 80% of the fund"s net assets, plus any borrowings for investment purposes, will be invested in equity securities of U.S. companies. The Sub-Adviser defines U.S. companies as companies whose securities are traded principally in the United States or that have their principal place of business in the United States.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.