The BlueStar Global Hotels, Airlines, and Cruises Index ETF is managed by Defiance ETFs. This ETF employs a passive management approach to replicate the total return performance of the BlueStar Global Hotels, Airlines, and Cruises Index before fees and expenses. The index consists of globally-listed stocks of companies that generate at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries. The index is maintained by MV Index Solutions GmbH, and it includes companies from both developed and emerging market countries. The ETF's investment strategy aims to provide investors with exposure to the travel and leisure sector, making it a valuable addition to portfolios seeking diversified exposure to this industry.
The CRUZ Dividend is a reflection of the dividend distribution policies of the BlueStar Global Hotels, Airlines, and Cruises Index, which serves as the underlying benchmark for the CRUZ ETF. This ETF primarily uses a passive management approach to track the total return performance of the Index. The index consists of globally-listed stocks of companies deriving at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries. CRUZ's dividend distributions typically occur on a quarterly basis and are influenced by the individual dividend policies and performances of the constituent travel companies. Given its concentration in the travel sector, investors in CRUZ may anticipate dividend returns along with exposure to the travel industry's performance.
The CRUZ employs a passive management strategy to track the total return performance of the BlueStar Global Hotels, Airlines, and Cruises Index, before accounting for fees and expenses. This index is rule-based and includes globally-listed stocks of companies that generate at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries, as determined by MV Index Solutions GmbH. The index can comprise companies from developed and emerging market countries and follows strict criteria for inclusion, such as a market capitalization greater than or equal to US$150 million. It is reconstituted semi-annually and rebalanced quarterly, with component weights determined by float-adjusted market capitalization, ensuring diversified exposure to the travel industry.
While specific correlation details for the CRUZ ETF may not be readily available, recognizing the correlation dynamics of any ETF is essential for investors. Correlation measures the extent to which the ETF's performance aligns with its underlying index or benchmark, offering insights into its behavior in relation to market trends.
The CRUZ ETF focuses on tracking the performance of the BlueStar Global Hotels, Airlines, and Cruises Index. This index is composed of globally-listed companies that generate at least 50% of their revenues from the passenger airline, hotel and resort, or cruise industries. These Travel Companies are selected based on criteria such as market capitalization, investibility, and liquidity. The ETF provides investors with exposure to the travel industry, allowing them to participate in the potential growth and trends within this sector. However, it's important to note that this concentration in the travel industry may result in higher volatility and risk for investors, especially during uncertain economic conditions or industry-specific challenges.
The exposure characteristic of the BlueStar Global Hotels, Airlines, and Cruises Index (CRUZ) focuses on companies in the travel industry, particularly those deriving at least 50% of their revenues from the passenger airline, hotel and resort, or cruise sectors. This index encompasses both developed and emerging market countries and includes companies with a market capitalization greater than or equal to US$150 million. The index is composed of 56 constituents, with a significant portion listed on non-U.S. exchanges. Investors seeking exposure to the travel and hospitality sector can utilize CRUZ as a benchmark to gain insights into this specific industry.
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