Honeytree U.S. Equity ETF — Company Overview, News & Financial Data
Honeytree US Equity ETF invests in large and mid-cap US stocks focused on responsible growth and social responsibility.
Honeytree U.S. Equity ETF
About
Honeytree US Equity ETF (NASDAQ:BEEZ) focuses on investing in companies practicing "responsible growth." BEEZ targets 25-30 large and mid-cap US stocks believed to be purpose-driven, with strong leadership, and committed to environmental and social responsibility. They combine quantitative and fundamental analysis to pick stocks with solid financials and a positive impact. Launched in November 2023, BEEZ seeks capital appreciation through responsible companies and has an expense ratio of 0.64%. It trades on the NASDAQ exchange under the ticker symbol BEEZ.
Snapshot
Operations
Products and/or services of Honeytree U.S. Equity ETF
- Responsible Growth Focus: BEEZ invests in US companies following a "responsible growth" philosophy.
- Stock Selection: It targets 25-30 US large and mid-cap stocks aiming for a balance between purpose, leadership, and environmental/social responsibility.
- Combined Analysis: BEEZ uses both quantitative data analysis and fundamental analysis to pick stocks with strong financials and positive impact.
- Capital Appreciation Goal: The ETF seeks to achieve capital appreciation for investors through long-term growth of the underlying responsible companies.
- Expense Ratio: BEEZ has an expense ratio of 0.64%, which is the annual fee for managing the fund.
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