ETFdb Realtime Rating & Analyst Report for ENY
ENY is a passive ETF that seeks to replicate the Sustainable Canadian Energy Income Index. The Index is comprised of approximately 30 stocks selected, based on investment and other criteria, from a universe of companies listed on the Toronto Stock Exchange, NYSE AMEX, NASDAQ or NYSE. Stocks are selected using criteria as identified by Sustainable Wealth Management, Ltd, the Fund's index provider, from a universe of companies including over 25 TSX listed Canadian royalty trusts and 20 oil sands resource producers that are classified as oil and gas producers. The Index is designed to combine the most profitable and liquid Canadian royalty trusts with the most highly focused and fastest growing oil sands producers using a tactical asset allocation model based on the trend in crude oil prices.
| ETFdb Category | Expense Ratio | Inception Date | Issuer | Structure | YTD Return * |
|---|---|---|---|---|---|
| Energy Equities | 0.65% | 2007-07-03 | Guggenheim | ETF | -8.42% |
* As of 05-23-2012
ENY Realtime Rating: By Metric
| Metric | Metric Realtime Rating | A+ Metric Rated ETF |
|---|---|---|
| Liquidity | B | XLE |
| Expenses | C+ | XLE |
| Performance |  |
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| Volatility | |
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| Dividend | |
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| Concentration | |
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The first adjacent table gives investors an individual Realtime Rating for ENY on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Energy Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.
ENY Realtime Rating: Overall
| ETFdb Rating Type | Overall Rating | A+ Overall Rated ETF |
|---|---|---|
| Realtime Rating (Overall) | |
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The second table shows the overall Realtime Rating for ENY, as well as the A+ Overall Rated ETF in ENY's Category. To view information on how the ETFdb Realtime Ratings work, click here.
ETFdb Analyst Report for ENY
ENY offers investors the chance to invest in a basket of Canadian securities that are focused on the energy industry. The fund shifts its holdings between two sectors; the Canadian royalty trust market and the oil sands produces, depending on the trending price of oil. For investors seeking exposure...
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