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  • Fund Type: Investment Trust
  • Objective: Sector Fund-Energy
  • Asset Class: Equity
  • Geographic Focus: Canada

ACTIVEnergy Income Fund

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ATVYF:US

7.4148 USD 0.00000.00%

As of 20:10:00 ET on 05/13/2013.

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Snapshot for ACTIVEnergy Income Fund (ATVYF)

Open: - High - Low: - Primary Exchange: OTC US
Volume: 700 52-Week Range: 6.3875 - 7.7290 Beta vs SPX: -

ETF Chart for ATVYF

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  • ATVYF:US 7.4148
  • 1D
  • 1M
  • 1Y
7.4148
Interactive ATVYF Chart

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Fund Profile & Information for ATVYF

ACTIVEnergy Income Fund is an investment trust established in Canada. The Fund seeks to pay monthly distributions to Unitholders and to enhance long-term total return through capital appreciation of the Portfolio. The Fund will invest in an actively managed Portfolio of securities consisting of oil and gas royalty trusts.

Inception Date: 2005-01-27 Telephone: 1-416-362-0714 Tel
Managers: DEAN C ORRICO
Web Site: www.middlefield.com

Fundamentals for ATVYF

NAV -
Assets (M) (on 2013-03-28) 120.1518
Shares out (M) 0.00
Market Cap (M) 0.00
% Premium -
Average 52-Week % Premium -
Fund Leveraged N

Dividends for ATVYF

Dividend Type Income
Dividend Frequency Monthly
Last Dividend Net (on 2013-05-29) 0.0500
Dividend Yield (ttm) 8.04%

Performance for ATVYF

1-Month +3.20% 1-Year +13.77%
3-Month +4.22% 3-Year +13.25%
Year To Date +7.44% 5-Year +4.64%
Expense Ratio -

Top Fund Holdings for ATVYF

Filing Date: 06/30/2012
Name Position Value % of Total
Peyto Exploration & Developmen 450,000 8,640,000 6.932%
Progress Energy Resources Corp 400,000 8,024,000 6.438%
ARC Resources Ltd 330,000 7,537,200 6.047%
Pembina Pipeline Corp 259,375 6,748,938 5.415%
Freehold Royalties Ltd 350,000 6,412,000 5.145%
Mullen Group Ltd 275,000 5,995,000 4.810%
Bonavista Energy Corp 375,000 5,970,000 4.790%
Poseidon Concepts Corp 475,000 5,918,500 4.749%
Trilogy Energy Corp 250,000 5,877,500 4.716%
Crescent Point Energy Corp 125,000 4,740,000 3.803%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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