Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -1.00% -- 1997.70
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment objectives for the Class A Shares are to provide their holders with regular monthly non-cumulative cash distributions targeted to be $0.1031 per Class A Share representing a yield on the issue price of the Class A Shares of 8.25% per annum on the issue price of $15.00 per Class A Share and to provide holders with the opportunity for growth in the net asset value per Class A Share.
General
Security Type Closed-End Fund
Equity Style Large Cap Value
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health Care Equity
Global Macro Equity Industry Sector
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Harvest Portfolios Group
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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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--
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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
2019
2020
2021
2022
2023
2024
2025
YTD
24.15%
5.06%
24.38%
8.14%
2.77%
3.85%
18.23%
0.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.44%
26.00%
21.65%
15.42%
-15.64%
-1.74%
-3.66%
6.06%
3.73%
22.47%
8.73%
21.32%
-3.47%
1.97%
1.63%
10.46%
2.42%
16.38%
17.50%
-0.14%
1.12%
0.08%
14.42%
18.42%
7.36%
17.54%
13.68%
-3.74%
-9.06%
5.23%
11.93%
-12.20%
5.82%
As of January 22, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The investment objectives for the Class A Shares are to provide their holders with regular monthly non-cumulative cash distributions targeted to be $0.1031 per Class A Share representing a yield on the issue price of the Class A Shares of 8.25% per annum on the issue price of $15.00 per Class A Share and to provide holders with the opportunity for growth in the net asset value per Class A Share.
General
Security Type Closed-End Fund
Equity Style Large Cap Value
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health Care Equity
Global Macro Equity Industry Sector
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Harvest Portfolios Group
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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