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BENJHorizon Landmark ETF

Get income1y track recordRanked #707 of 1,650 in this goal

Seeks total return.

By Horizon Investments · Launched 2025

Annual Cost

0.40%

#2,016 of 5,854 · average

Fund Size

$241M

#2,210 of 5,854 · mid-size

Dividend YieldGoal

0.00%

Track Record

1 year

#4,019 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,345+3.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 3 holdings = 100.0% of fundconcentrated

N/A
76.9%
N/A
23.0%
First American Government Obli
0.1%

Asset allocation

Stocks
197.9%
Other
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.7%Low

Year-on-year price swings

Max drawdown
-0.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio primarily investing in U.S. Treasury Bills with maturities of one to three months and engaging in options transactions. The Fund employs various options strategies, including spreads, straddles, and collars, to achieve its investment objective.
Inception date
January 22, 2025
Fund family
Horizon Investments

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Data updated on 2026-08-04