Key stats
About HARVEST MICROSTRATEGY HIGH INCOME S UNITS CLASS A
Home page
Inception date
Jan 16, 2025
Structure
Canadian Mutual Fund Trust (ON)
Tax on distributions
Ordinary income
Primary advisor
Harvest Portfolios Group, Inc.
The fund seeks to provide long-term capital appreciation by investing in Microstrategy (ticker: MSTR) shares and high monthly cash distributions. The actively managed ETF also employs an active covered call strategy, reviewed monthly, on up to 50% of the portfolio. Call options are typically written at-the-money, but the manager may write out-of-the-money options at its discretion. This strategy limits participation in potential gains in exchange for income. The fund may invest up to 100% of its assets directly or indirectly in Microstrategy stocks. Investors should note that the shares take on added volatility due to the lack of diversification. Purchasers should conduct their own stock research before initiating a position and trade with conviction.
Classification
What's in the fund
Exposure type
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.