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
Peers
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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
Benchmark
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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.