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Horizons Active Floating Rate Bond ETF Common – TSE:HFR ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.00 CAD0.00 (0.00%)9.81 - 10.057.8 thousand (Below Avg)

Market data as of 1:20PM 08/24/16. Quotes are delayed by at least 15 min.

Overview - TSE:HFR

The investment seeks to generate income that is consistent with prevailing short-term corporate bond yields while stabilizing the market value of the ETF from the effects of interest rate fluctuations.

Previous Close10.00
Day's Range10.00 - 10.00
Avg Volume (10 Day)26.0K
Total Assets$364.32M
Expense Ratio--
Yield (Trailing 12 Mo.)1.99%
Fund Inception12/10/2010

Trailing Total Returns - TSE:HFR

as of 06/30/2016
TimeframeTSE:HFRS&P 500Canadian Short Term Fixed Income
1 Month-0.01%3.69%0.21%
3 Month0.81%5.82%0.89%
1 Year0.49%5.61%0.83%
3 Year1.54%11.16%1.94%
5 Year2.04%13.38%1.74%
10 Year--7.75%2.62%
Since Inception2.26%10.51%--

Stock Sector Allocation - TSE:HFR

as of 06/30/2016
Basic Materials --
Consumer Cyclical --
Financial Services --
Real Estate --
Consumer Defensive --
Healthcare --
Utilities --
Communication Services --
Energy --
Industrials --
Technology --

Bond Credit Quality - TSE:HFR

as of 06/30/2016
BB 0.00%
B 0.00%
Below B 0.00%
Not Rated

Top Ten Holdings - TSE:HFR

as of 06/30/2016
CompanyYTD Return% of Assets
Swap Fix 2.1225 Dec 11 18--5.79%
Swap Floating 1.275 Dec 11 18--5.61%
Swap Fix 2.0225 Jul 03 17--4.30%
Swap Floating 1.275 Jul 03 17--4.22%
Swap Fix 2.1425 Aug 16 17--3.44%
Swap Fix 1.72000 May 22 18--3.43%
Swap Fix 1.97500 Sep 10 16--3.39%
Swap Floating 1.27500 Aug 16 17--3.38%
Swap Floating 1.27500 Sep 10 16--3.37%
Swap Floating 1.275 May 22 18--3.37%

Valuation & Growth - TSE:HFR

as of 06/30/2016
ValuationTSE:HFRCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - TSE:HFR, 3 Year

Ratingvs Category
RiskBelow Avg
Key:  Lo 

Risk Analysis - TSE:HFR, 3 Year

Standard Deviation1.06
Sharpe Ratio0.73

Tax Analysis - TSE:HFR, 3 Year Avg

Pretax Return1.54%
Tax-adjusted Return0.76%
Tax Cost Ratio0.76%
Potential Cap Gains--

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