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EVOLVE US BANKS ENHANCED YIELD FUND HEDGED UNITSEVOLVE US BANKS ENHANCED YIELD FUND HEDGED UNITSEVOLVE US BANKS ENHANCED YIELD FUND HEDGED UNITS

EVOLVE US BANKS ENHANCED YIELD FUND HEDGED UNITS

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Overview
Analysis Holdings Discussions Technicals Seasonals

CALL chart


Full chart

Key stats


Assets under management (AUM)
‪86.91 M‬ CAD
Fund flows (1Y)
‪9.06 M‬ CAD
Dividend yield (indicated)
13.48%
Discount/Premium to NAV
0.0009%
Shares outstanding
‪7.88 M‬
Expense ratio
0.84%

About EVOLVE US BANKS ENHANCED YIELD FUND HEDGED UNITS


Issuer
Evolve Funds Group, Inc.
Brand
Evolve
Home page
evolvefunds.com
Inception date
Oct 16, 2017
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
Solactive Equal Weight US Bank Index Canadian Dollar Hedged - CAD
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Return of capital
Primary advisor
Evolve Funds Group, Inc.
The fund is a passively managed ETF that provides exposure to the largest US bank stocks. The fund holds companies, stretching across multiple sub-industries under FactSets Revere Business Industry Classification System as finance, banks, commercial banks, and commercial savings institutions. At any time, the fund manager can write covered call options at its discretion on not more than 33% of its securities, depending on market volatility and other factors. The index is and reviewed semi-annually, assigning equal weights for each eligible security.

Classification


Asset Class
Equity
Category
Sector
Focus
Financials
Niche
Banks
Strategy
Buy-write
Geography
U.S.
Weighting scheme
Fixed
Selection criteria
Fixed

CALL analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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