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
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 Sector/Industry Breakdown
CRUZ Top 10 Holdings
CRUZ Performance Statistics
CRUZ Economic Development
CRUZ Benchmark Comparison Summary
CRUZ Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.