NRGU

REX Microsectors$41.55-2.31 (-5.26%)
AUM $58.0MER 2.60%NAV $39.54Holdings 10

Price Chart

Key Statistics

Previous Close

$43.86

Day Range

$40.02$42.86

52-Week Range

$16.33$50.74

Avg Volume

110.6K

Dividend Yield

Expense Ratio

2.60%

AUM

$58.0M

Shares Outstanding

4.2M

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$42.83B
XLEState Street Energy Select Sector SPDR ETF$39.54B
USHYiShares Broad USD High Yield Corporate Bond ETF$29.18B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$14.71B
JCPBJPMorgan Core Plus Bond ETF$13.84B

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

Detailed Returns

PeriodReturnETF
1D
-5.26%
1W
+0.37%
1M
+39.17%
3M
+9.36%
6M
+85.68%
YTD
+123.77%
1Y
+112.78%
3Y
-90.25%
5Y
-66.30%

Moving Averages

20-Day MA

$35.97

Above 20-Day MA
50-Day MA

$36.09

Above 50-Day MA
200-Day MA

$29.14

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.74

Current Price

$41.55

52-Week Low

$16.33

$16.33$50.74

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricNRGUEnergy(137 ETFs)Oil(59 ETFs)
Fund Info
Expense Ratio2.60%0.67%0.92%
AUM$58.0M$1.71B$372.2M
Dividend Yield4.06%7.60%
Avg Volume110.6K570.5K1.0M
Holdings1030814
Performance
1-Month Return+47.08%+4.03%+36.54%
6-Month Return+15.18%+0.44%+41.71%
YTD Return+150.63%+17.41%+93.20%
1-Year Return+137.21%+17.21%+94.31%

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