HBTAHorizon Expedition Plus ETF
Seeks to provide total return.
By Horizon Investments · Launched 2025
Annual Cost
0.86%
#4,776 of 6,040 · expensive
Fund Size
$247M
#2,272 of 6,040 · mid-size
Return (1Y)
+15.5%
Track Record
1 year
#4,036 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,620+16.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 43.3% of fundmoderately concentrated
Roundhill Magnificent Seven ET
8.5%
NVIDIA Corp
6.4%
Apple Inc
5.7%
Alphabet Inc
4.4%
Microsoft Corp
4.0%
Broadcom Inc
3.9%
Amazon.com Inc
3.4%
Eli Lilly & Co
2.7%
Walmart Inc
2.4%
Meta Platforms Inc
1.8%
Asset allocation
Stocks
98.5%
Cash
1.4%
Other
0.1%
By sector
Technology
37.2%
Consumer Cyclical
13.6%
Communication
13.3%
Industrials
10.5%
Financial Services
9.5%
Healthcare
7.2%
Consumer Defensive
2.3%
Basic Materials
2.2%
Other
4.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.2%High
Year-on-year price swings
Max drawdown
-26.7%Moderate
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 to provide total return.
- Strategy
- Actively manages a portfolio primarily invested in large-cap U.S. equity securities, utilizing options strategies to generate income and enhance returns. The Fund employs a flexible approach, combining active management and quantitative models across factors like growth and value.
- Inception date
- January 22, 2025
- Fund family
- Horizon Investments
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Data updated on 2026-09-18