Morningstar

The BeeHive ETF BEEX

Morningstar Medalist Rating
Medalist Rating as of | See Tidal Investments Investment Hub

Morningstar’s Analysis BEEX

Will BEEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BEEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BEEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BEEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BeeHive ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BEEX

More BEEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.63 12M
Consumer Cyclical

Microsoft Corp

5.50 10M
Technology

Alphabet Inc Class C

5.14 10M
Communication Services

Apple Inc

4.84 9M
Technology

Illumina Inc

4.54 9M
Healthcare

NVIDIA Corp

4.01 8M
Technology

Texas Instruments Inc

3.74 7M
Technology

Franco-Nevada Corp

3.43 6M
Basic Materials

Elevance Health Inc

3.39 6M
Healthcare

Linde PLC

3.26 6M
Basic Materials

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