HEA.A:CA:TSX-Horizons Enhanced Income US Equity (USD) ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 14.93

Change

0.00 (0.00)%

Market Cap

CAD 3.20M

Volume

1.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment objective of Horizons HEA.U is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization U.S. companies; and (b) monthly U.S. dollar distributions of dividend and call option income.

Inception Date: 13/09/2011

Primary Benchmark: Not Benchmarked

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.61 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 Index ETF 0.09 %

+0.52 (+1.35%)

CAD 5.04B
XSP:CA iShares Core S&P 500 Index ETF.. 0.11 %

+0.40 (+1.36%)

CAD 4.38B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+0.84 (+1.35%)

CAD 1.97B
VUN:CA Vanguard U.S. Total Market Ind.. 0.16 %

+0.67 (+1.38%)

CAD 1.54B
ZDY:CA BMO US Dividend ETF 0.34 %

+0.46 (+1.51%)

CAD 1.44B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.08 %

+0.37 (+1.38%)

CAD 1.36B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.60 (+1.38%)

CAD 1.31B
ZUE:CA BMO S&P 500 Hedged to CAD Inde.. 0.10 %

+0.45 (+1.15%)

CAD 1.23B
VSP:CA Vanguard S&P 500 Index ETF (CA.. 0.08 %

+0.58 (+1.27%)

CAD 0.79B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

+0.27 (+0.82%)

CAD 0.72B

ETFs Containing HEA.A:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 4.39% N/A N/A N/A N/A
Dividend Return 4.70% N/A N/A N/A N/A
Total Return 0.33% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.31% N/A N/A N/A N/A
Risk Adjusted Return 74.56% N/A N/A N/A N/A
Market Capitalization 3.20M N/A N/A N/A N/A

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:

There is nothing we particularly dislike