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HARVEST EQUAL WGH GBL UTLTS INM ETF CLASS A UNITSHARVEST EQUAL WGH GBL UTLTS INM ETF CLASS A UNITSHARVEST EQUAL WGH GBL UTLTS INM ETF CLASS A UNITS

HARVEST EQUAL WGH GBL UTLTS INM ETF CLASS A UNITS

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Overview
Analysis Holdings Discussions Technicals Seasonals

HUTL chart


Full chart

Key stats


Assets under management (AUM)
‪285.76 M‬ CAD
Fund flows (1Y)
‪71.95 M‬ CAD
Dividend yield (indicated)
8.05%
Discount/Premium to NAV
0.004%
Shares outstanding
‪16.05 M‬
Expense ratio
0.98%

About HARVEST EQUAL WGH GBL UTLTS INM ETF CLASS A UNITS


Issuer
Harvest Portfolios Group, Inc.
Brand
Harvest ETFs
Home page
harvestportfolios.com
Inception date
Jan 7, 2019
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
Harvest Portfolios Group, Inc.
The fund invests in a portfolio of utility companies around the globe. Aside from the usual segments, utilities here also include a broader reach into telecommunications, oil & gas storage, and transportation. The fund selects the top 30 utility companies by market cap from the issuers proprietary investable universe. Then, these selected securities are equally weighted within the fund. To decrease portfolio volatility, the fund will generally write covered call options on up to 33% of the eligible securities. Reconstitution and rebalancing are done on a quarterly basis.

Classification


Asset Class
Equity
Category
Sector
Focus
Utilities
Niche
Broad-based
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

HUTL analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Utilities
Communications
Industrial Services
Stock breakdown by region
60%39%

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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