Key stats
About HARVEST US BANK LEADERS INCOME ETF UNIT CL A
Home page
Inception date
Jan 26, 2018
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
Harvest Portfolios Group, Inc.
The fund is an actively managed fund that starts with its investable universe, which consists of dividend-paying, US-listed financial companies whose market capitalization is at least $10 billion USD. The fund manager selects 15 to 20 individual investments based on value, quality, and growth characteristics - essentially, a mixture of fundamental factors and prospects for sustainable long-term growth. These securities are then equally weighted to construct a portfolio that the manager perceives as Bank Leaders. HBUL writes covered call options on up to 33% of the eligible holdings to decrease volatility. Fund reconstitution and rebalancing is done quarterly.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
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
Displays a symbol's price movements over previous years to identify recurring trends.