HMA:CA:TSX-Horizons Managed Multi-Asset Momentum ETF

ETF | Tactical Balanced | Toronto Stock Exchange

Last Closing Price

CAD 10.26

Change

0.00 (0.00)%

Market Cap

CAD 3.49M

Volume

9.70K

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment objective of Horizons HMA is to seek long-term returns by providing exposure to selected global asset classes on a risk-adjusted basis, primarily through investments in exchange traded funds. Horizons HMA may also hold cash or cash equivalents. To achieve Horizons HMA?s investment objective, the Sub-Advisor begins with a universe of assets classes, which have been chosen for certain diversification and non-correlation characteristics to generally mitigate global market risk. From this universe of asset classes, the Sub-Advisor typically selects and ranks - 2 - 12782855.18 between 5 and 10 top asset classes using a proprietary model which employs a combination of quantitative price momentum and other factors, a technical overlay, and fundamental analysis.

Inception Date: 18/08/2015

Primary Benchmark: Not Benchmarked

Primary Index: Morningstar CAN Bal Glbl 60/40 CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.27 %

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: 2019-05-24 )

Largest Industry Peers for Tactical Balanced

Symbol Name Mer Price(Change) Market Cap
ZZZD:CA BMO Tactical Dividend ETF Fund 0.00 %

+0.02 (+0.06%)

CAD 0.04B
HGM:CA Horizons Managed Global Opport.. 1.40 %

-0.03 (-0.28%)

CAD 0.03B
FUT:CA CI First Asset U.S. Tactical S.. 0.81 %

N/A

CAD 7.23M
ETAC:CA Equium Global Tactical Allocat.. 1.76 %

N/A

CAD 2.06M
HGM.A:CA Horizons Managed Global Opport.. 0.00 %

N/A

CAD 1.31M
HMA.A:CA Horizons Managed Multi-Asset M.. 0.00 %

N/A

CAD 0.24M

ETFs Containing HMA:CA

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Tactical Balanced)
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 2.22% N/A N/A N/A N/A
Dividend Return 2.35% N/A N/A N/A N/A
Total Return 0.14% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 3.98% N/A N/A N/A N/A
Risk Adjusted Return 59.20% N/A N/A N/A N/A
Market Capitalization 6.90M N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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