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FLXNHorizon Flexible Income ETF

Get income1y track recordRanked #1,392 of 1,745 in this goal

Seeks current income.

By Horizon Investments · Launched 2025

Annual Cost

0.82%

#4,656 of 6,172 · expensive

Fund Size

$82M

#3,311 of 6,172 · mid-size

Return (1Y)

+3.8%

Track Record

1 year

#4,443 of 6,172 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,366+3.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

Global

Strategy

Option income

Holdings

By weight

Concentration

Top 4 holdings = 100.3% of funddiversified through underlying funds

State Street SPDR Portfolio Hi
100.1%
First American Government Obli
0.5%
N/A
0.1%
N/A
-0.4%

Asset allocation

Bonds
98.7%
Other
1.1%
Cash
0.5%
Preferred
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.1%Low

Year-on-year price swings

Max drawdown
-3.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

6.7 years

Avg maturity

9.8 years

Credit ratings

AAA
0.2%
BBB
0.9%
BB
55.7%
B
34.5%
Below B
8.3%
Other
0.3%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks current income.
Strategy
Actively manages a portfolio primarily invested in non-investment grade income producing instruments, including high yield bonds and derivatives. May use options to manage risk or generate additional income, engaging in frequent trading based on market conditions.
Inception date
July 2, 2025
Fund family
Horizon Investments

Next steps

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Data updated on 2026-09-30