ETFdb Realtime Rating & Analyst Report for CSD
CSD is a passive ETF that seeks to replicate the Beacon Spin-off Index. The Index is comprised of approximately 40 securities selected, based on investment and other criteria, from a broad universe of U.S.-traded stocks, American depositary receipts and master limited partnerships. The universe of companies eligible for inclusion in the Index includes companies that have been spun-off within the past two years (but not more recently than six months prior to the applicable rebalancing date), without limitations on market capitalization (including micro-cap securities), but which are primarily small- and mid-cap companies with capitalizations under $10.0 billion.
| ETFdb Category | Expense Ratio | Inception Date | Issuer | Structure | YTD Return * |
|---|---|---|---|---|---|
| All Cap Equities | 0.60% | 2006-12-15 | Guggenheim | ETF | +8.72% |
* As of 05-22-2012
CSD Realtime Rating: By Metric
| Metric | Metric Realtime Rating | A+ Metric Rated ETF |
|---|---|---|
| Liquidity | B+ | VTI |
| Expenses | B | FMU |
| Performance |  |
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| Volatility | |
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| Dividend | |
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| Concentration | |
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The first adjacent table gives investors an individual Realtime Rating for CSD on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the All Cap Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.
CSD Realtime Rating: Overall
| ETFdb Rating Type | Overall Rating | A+ Overall Rated ETF |
|---|---|---|
| Realtime Rating (Overall) | |
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The second table shows the overall Realtime Rating for CSD, as well as the A+ Overall Rated ETF in CSD's Category. To view information on how the ETFdb Realtime Ratings work, click here.
ETFdb Analyst Report for CSD
This ETF focuses in on companies that have recently undergone an split and have sold off a portion of their business as a new entity. This may unlock some value in the new entity potentially allowing investors to capture alpha against the S&P 500. While not appropriate for all investors, CSD could...
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