Key stats
About HARVEST INDUSTRIAL LEADERS INCOME UNITS CLASS A
Home page
harvestportfolios.com/etf/hind/
Inception date
Apr 15, 2024
The fund aims to provide capital appreciation, monthly cash distributions, and lower volatility by investing in stocks from the industrials sector that are expected to benefit from a resurgent US manufacturing space. The actively managed ETF provides exposure to industrial companies and emerging trends, overlayed with a covered call strategy that could write up to 33% of its securities depending on market volatility and other factors. The fund manager selects stocks from the Industrial Leaders Investable Universe that meet market-cap requirements and have available options with respect to its exchange. The fund also considers sub-sector diversification and other quantitative metrics. The fund targets 20 stocks with equal weighting but may invest in less when securities do not meet the investment criteria. The portfolio is reconstituted and rebalanced quarterly in June, September, December, and March. The fund manager has full discretion to make any investment decision at any time.
Classification
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Transportation
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.