NRGU

REX Microsectors$52.18+0.97 (+1.89%)
AUM $58.0MER 2.60%NAV $52.26Holdings 10

Price Chart

Key Statistics

Previous Close

$51.21

Day Range

$48.66$52.78

52-Week Range

$16.70$56.52

Avg Volume

59.6K

Dividend Yield

Expense Ratio

2.60%

AUM

$58.0M

Shares Outstanding

1.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Energy100.00%

Country Allocation

CountryWeight %
United States0.00%

Fund Information

Category
Energy
Inception Date
Apr 16, 2019
Exchange
NYSE_ARCA
Description
The notes are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged participation in the performance of the index, compounded daily, less a Daily Investor Fee, the Daily Financing Charge and, if applicable, the Redemption Fee Amount. The index is an equal-dollar weighted index designed to represent the 10 U.S. listed stocks with the largest market capitalization in the energy/oil sector.

Similar ETFs

SymbolNameAUM
IUSBiShares Core Universal USD Bond ETF$43.57B
XLEState Street Energy Select Sector SPDR ETF$41.90B
USHYiShares Broad USD High Yield Corporate Bond ETF$28.96B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$15.13B
JCPBJPMorgan Core Plus Bond ETF$14.47B

The MicroSectors U.S. Big Oil 3 Leveraged ETN (NRGU) is an exchange-traded fund issued by REX Microsectors that launched on Apr 16, 2019. It currently manages $58.0M in assets under management. The fund charges an expense ratio of 2.60%. The fund holds 10 securities in its portfolio. It falls under the Energy category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1PXDPioneer Natural Resources10.00%0$0
2COPConocoPhillips10.00%0$0
3CVXChevron Corp10.00%0$0
4MPCMarathon Petroleum10.00%0$0
5XOMExxon Mobil10.00%0$0
6VLOValero Energy10.00%0$0
7HESHess10.00%0$0
8OXYOccidental Petroleum10.00%0$0
9EOGEOG Resources10.00%0$0
10PSXPhillips 6610.00%0$0

Detailed Returns

PeriodReturnETF
1D
+1.89%
1W
-4.62%
1M
+27.61%
3M
+48.20%
6M
+71.31%
YTD
+180.99%
1Y
+165.68%
3Y
-88.66%
5Y
-55.18%

Moving Averages

20-Day MA

$47.27

Above 20-Day MA
50-Day MA

$39.84

Above 50-Day MA
200-Day MA

$32.29

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$56.52

Current Price

$52.18

52-Week Low

$16.70

$16.70$56.52

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricNRGUEnergy(146 ETFs)Oil(59 ETFs)
Fund Info
Expense Ratio2.60%0.67%0.93%
AUM$58.0M$1.70B$389.0M
Dividend Yield4.00%7.60%
Avg Volume59.6K451.9K495.9K
Holdings1029514
Performance
1-Month Return+13.80%+3.67%+3.11%
6-Month Return+39.88%+2.55%+35.57%
YTD Return+192.63%+21.16%+128.42%
1-Year Return+150.17%+17.62%+114.35%

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