Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.28% -0.76% 76.53M 341.07
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 16.42% -485253.8 Upgrade

Basic Info

Investment Strategy
Horizons HXF seeks to replicate, to the extent possible, the performance of the S&P/TSX Capped Financials Index (Total Return), net of expenses. The S&P/TSX Capped Financials Index is designed to measure the performance of Canadian financial sector equity securities included in the S&P/TSX Composite Index. The Relative Weight of any single index Constituent Security is capped.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Financial Services Equity
Category Index Morningstar Gbl Fin Svc GR CAD
Global Category Name Financials Sector Equity
YCharts Categorization Financials Equity
YCharts Benchmark S&P 1500 Financials (Sector) Total Return (^SP15FINSTR)
Prospectus Objective --
Fund Owner Firm Name Horizons ETFs Management (Canada) Inc
Prospectus Benchmark Index
S&P/TSX Capped Financials TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 10.55 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
12.67%
-9.50%
21.45%
1.80%
35.14%
-9.00%
12.45%
2.38%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.84%
12.54%
-9.76%
20.66%
0.98%
35.56%
-9.93%
13.11%
2.69%
22.44%
-21.67%
40.45%
-14.70%
79.61%
-23.64%
18.37%
3.02%
--
--
--
--
36.08%
-13.34%
12.48%
2.12%
--
--
--
--
32.15%
-0.56%
10.98%
5.92%
As of April 22, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
Horizons HXF seeks to replicate, to the extent possible, the performance of the S&P/TSX Capped Financials Index (Total Return), net of expenses. The S&P/TSX Capped Financials Index is designed to measure the performance of Canadian financial sector equity securities included in the S&P/TSX Composite Index. The Relative Weight of any single index Constituent Security is capped.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Financial Services Equity
Category Index Morningstar Gbl Fin Svc GR CAD
Global Category Name Financials Sector Equity
YCharts Categorization Financials Equity
YCharts Benchmark S&P 1500 Financials (Sector) Total Return (^SP15FINSTR)
Prospectus Objective --
Fund Owner Firm Name Horizons ETFs Management (Canada) Inc
Prospectus Benchmark Index
S&P/TSX Capped Financials TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 10.55 yrs

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