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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.32% 0.06% 11.84M 787.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 4.090M Upgrade

Basic Info

Investment Strategy
Harvest Balanced Income & Growth Enhanced ETF will seek to provide Unitholders with high monthly cash distributions and the opportunity for capital appreciation by investing, on a levered basis, in a portfolio that will replicate, to the extent reasonably possible, the portfolio of Harvest Balanced Income & Growth ETF, an exchange traded mutual fund managed by the Manager.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Leveraged
Peer Group Alternative Equity Focused
Global Macro Alternative Equity
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Harvest Portfolios Group
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
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12.71%
18.54%
15.55%
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29.66%
55.47%
As of January 02, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -23.47%
Stock 75.33%
Bond 48.21%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Basic Info

Investment Strategy
Harvest Balanced Income & Growth Enhanced ETF will seek to provide Unitholders with high monthly cash distributions and the opportunity for capital appreciation by investing, on a levered basis, in a portfolio that will replicate, to the extent reasonably possible, the portfolio of Harvest Balanced Income & Growth ETF, an exchange traded mutual fund managed by the Manager.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Leveraged
Peer Group Alternative Equity Focused
Global Macro Alternative Equity
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Harvest Portfolios Group
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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