EATZAdvisorShares Restaurant ETF
EATZ Fund Description
EATZ is an actively-managed fund of US-listed companies that derive at least 50% of their net revenue from the restaurant business.
EATZ Factset Analytics Insight
EATZ will generally invest at least 80% of its assets in equity securities and ADRs of companies across market capitalizations in the restaurant sub-industry. These are defined to include operators of restaurants, bars, pubs, fast food or take out facilities as well as companies that provide food catering services. The fund adviser intends to select companies with dominant market positions or in unique positions for possible growth and expansion. Outside analyst ratings and stock selection rating tools will also be utilized.
EATZ MSCI ESG Analytics Insight
AdvisorShares Restaurant ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.32 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. AdvisorShares Restaurant ETF ranks in the 14th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EATZ Summary Data
EATZ Portfolio Data
EATZ Index Data
EATZ Portfolio Management
EATZ Tax Exposures
EATZ Fund Structure
EATZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EATZ. EATZ is rated a N/A out of 5.
EATZ Sector/Industry Breakdown
EATZ Top 10 Holdings[View All]
EATZ Economic Development
EATZ Performance Statistics
EATZ MSCI ESG Ratings
EATZ Benchmark Comparison Summary
EATZ 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.