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Horizons Enhanced Income Equity ETF Advisor – TSE:HEX.A ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
7.00 CAD0.00 (0.00%)6.64 - 7.730.0

Market data as of 12:00AM 03/18/15. Quotes are delayed by at least 15 min.

Overview - TSE:HEX.A

The investment objective of Horizons HEX is to provide Unit holders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization Canadian companies; and (b) monthly distributions of dividend and call option income. Horizons HEX will invest primarily in a portfolio of equity and equity related securities of Canadian companies that, as at the Constituent Reset Date, are amongst the largest by market capitalization and most liquid issuers on the TSX. Horizons HEX will rebalance, on an equal weight basis, the portfolio of constituent securities on each Constituent Reset Date. To mitigate downside risk and generate income, Horizons HEX will generally write covered call options on 100% of the portfolio securities. The level of covered call option writing may vary based on market volatility and other factors.

Previous Close7.00
Day's Range-- - --
Avg Volume (10 Day)767.1
Total Assets$83.67M
Expense Ratio--
Yield (Trailing 12 Mo.)7.24%
Fund Inception09/08/2011

Trailing Total Returns - TSE:HEX.A

as of 02/28/2015
TimeframeTSE:HEX.AS&P 500Canadian Equity
1 Month3.60%5.75%4.07%
3 Month3.36%2.31%3.25%
1 Year4.39%15.51%9.83%
3 Year3.28%18.00%10.66%
5 Year--16.18%8.30%
10 Year--7.99%6.34%
Since Inception2.74%10.71%--

Stock Sector Allocation - TSE:HEX.A

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate 0.00%
Consumer Defensive
Utilities 0.00%
Communication Services
Technology 0.00%

Top Ten Holdings - TSE:HEX.A

as of 02/28/2015
CompanyYTD Return% of Assets

Valuation & Growth - TSE:HEX.A

as of 02/28/2015
ValuationTSE:HEX.ACategory Range
Price/Cash Flow8.97
Dividend Yield3.03
LT Earnings9.99
Historical Earnings12.99
Sales Growth10.31
Cash-Flow Growth-0.22
Book-Value Growth6.34
Key:  Lo 

Morningstar Summary - TSE:HEX.A, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Risk Analysis - TSE:HEX.A, 3 Year

Standard Deviation7.18
Sharpe Ratio0.35

Tax Analysis - TSE:HEX.A, 3 Year Avg

Pretax Return3.28%
Tax-adjusted Return0.72%
Tax Cost Ratio2.47%
Potential Cap Gains--

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