HCON:CA:TSX-Horizons Conservative TRI ETF Portfolio

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing

CAD 10.52

Change

0.00 (0.00)%

Market Cap

CAD 8.42M

Volume

4.80K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 01/08/2018

Primary Benchmark: Solactive Canadian Slct Unvrs Bd

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
HBB Hamilton Beach Brands Holding Co Class A 35.81 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-16 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Mer Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio 0.25 %

+0.21 (+0.68%)

CAD 2.65B
XBAL:CA iShares Core Balanced ETF Port.. 0.76 %

+0.16 (+0.57%)

CAD 1.22B
ZMI:CA BMO Monthly Income 0.61 %

+0.05 (+0.30%)

CAD 0.12B
PINC:CA Purpose Multi-Asset Income Fun.. 0.99 %

N/A

CAD 0.10B
PRP:CA Purpose Conservative Income Fu.. 0.71 %

N/A

CAD 0.01B
PIN:CA Purpose Monthly Income Fund Se.. 0.72 %

N/A

CAD 5.63M
MPCF:CA Mackenzie Portfolio Completion.. 0.80 %

+0.30 (+1.67%)

CAD 2.36M

ETFs Containing HCON:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.62% 100% F 70% C-
Dividend Return N/A N/A N/A N/A F
Total Return 10.62% 100% F 66% D+
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) N/A N/A N/A N/A F
Risk Adjusted Return N/A N/A N/A N/A F
Market Capitalization 8.42M 33% F 12% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.