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Beacon

QGRDHorizon NASDAQ-100 Defined Risk ETF

Grow my moneyGet income1y track recordRanked #1,204 of 1,650 in this goal

Seeks capital appreciation and capital preservation.

By Horizon Investments · Launched 2025

Annual Cost

0.85%

#4,514 of 5,861 · expensive

Fund Size

$106M

#2,938 of 5,861 · mid-size

Return (1Y)Goal

+15.2%

Track Record

1 year

#4,458 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,519+15.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Structured outcome

Index tracked

Nasdaq-100 Index

What it actually holds

By weight

Concentration

Top 9 holdings = 99.1% of fundconcentrated

N/A
98.1%
N/A
0.6%
N/A
0.6%
N/A
0.2%
First American Government Obli
0.1%
N/A
-0.0%
N/A
-0.1%
N/A
-0.1%
N/A
-0.2%

Asset allocation

Stocks
184.7%
Other
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.1%Moderate

Year-on-year price swings

Max drawdown
-9.4%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
NASDAQ Global Select Market

Full fund details

Objective
Seeks capital appreciation and capital preservation.
Strategy
Actively manages an options-based strategy using FLEX Options to provide exposure to the Nasdaq-100 Index, aiming to generate income, manage volatility, and reduce downside risk. The strategy focuses on large domestic and international non-financial companies, heavily concentrated in the technology sector.
Inception date
July 9, 2025
Fund family
Horizon Investments

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04