CRUZ Defiance Hotel, Airline, and Cruise ETF
What is CRUZ?
CRUZ tracks a modified market-cap-weighted index that gives global exposure to the airline, hotel and cruise industries.
CRUZ Factset Analytics Insight
CRUZ provides pure-play exposure to three segments of the travel and tourism business—airline, hotel and resort, and cruise. The fund holds at least 25 globally-listed stocks of companies that derive at least 50% of their revenue from the three business segments. Eligible companies must also meet investability and liquidity requirements, including a minimum market-cap of $150 million. Weighting is done in tiers, holdings are weighted by market-cap within each segment, subject to a liquidity overlay and an 8% single security cap. Each segment is also restricted to an aggregate portfolio weight of 15—50%. The index is reconstituted semi-annually and rebalanced quarterly.
CRUZ Summary Data
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CRUZ Portfolio Data
CRUZ Index Data
CRUZ Portfolio Management
CRUZ Tax Exposures
CRUZ Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CRUZ. CRUZ is rated a N/A out of 5.
CRUZ Tradability
CRUZ Sector/Industry Breakdown
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CRUZ Top 10 Holdings
CRUZ Performance Statistics
CRUZ Countries
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CRUZ Regions
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CRUZ Economic Development
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CRUZ Benchmark Comparison Summary
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CRUZ Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.