BEEZ ETF
Honeytree US Equity ETF
BEEZ ETF Overview
BEEZ ETF (Honeytree US Equity ETF) is managed by Honeytree with $5.9M in net assets. BEEZ expense ratio is 0.64%, holding 27 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2023-11-06.
BEEZ performance shows a YTD return of 4.35%. The 1-year return is 5.45%. BEEZ dividend yield stands at 0.52%, paid annually.
BEEZ top holdings include Servicenow, Inc (5.1%), Descartes Systems Grp/the Common Stock (4.7%), Visa Inc Class A (4.6%), Broadridge Financial Solutions, Inc. (4.6%), Mastercard Inc (4.6%). Go to all BEEZ holdings, BEEZ sectors, or BEEZ dividends.
BEEZ can be compared against other funds. Use BEEZ overlap to find shared positions, or BEEZ vs another fund for a side-by-side view. BEEZ alternatives are available via the screener, along with tax-loss harvesting opportunities.