(As of 3/31/2017)

Horizons Active US Floating Rate Bond ETF (HUF)

(Global Fixed Income)






FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(10/2/2013)
9.73 %
YTD Return -0.07 %
NAVPS
(4/20/2017)
$13.61
Change $0.00 / -0.03 %
Growth of $10,000 (As of March 31, 2017)
MER 0.46 %
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) 9.51 %
Volatility Ranking (3Yr) 6/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest Open
 
Objective
The investment objective of Horizons HUF.U is to generate income that is consistent with prevailing U.S. short-term corporate bond yields while stabilizing the market value of the ETF from the effects of U.S. interest rate fluctuations. The ETF invests primarily in a portfolio of U.S. corporate debt securities and will hedge the portfolio's U.S. interest rate risk to generally maintain a portfolio duration of less than two years.
Management Co.
Alpha Funds Management Inc.
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of March 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.24 -0.07 3.01 -0.07 5.79 8.62 -    -   
Benchmark 0.79 0.98 -3.96 0.98 1.21 6.42 6.55 4.96
Quartile Ranking - - - - - - - -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund -0.31 22.01 10.26 -      -      -      -      -      -      -     
Benchmark -1.36 16.63 10.42 3.88 1.95 8.61 0.10 -9.03 30.72 -7.14
Quartile Ranking - - - - - - - - - -

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