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SFTXHORIZON INTERNATIONAL MANAGED RISK ETF

Grow my moneyNewRanked #1,517 of 2,992 in this goal

Seeks total return while limiting exposure to downside risk.

By Horizon Investments · Launched 2025

Annual Cost

0.82%

#4,396 of 5,854 · expensive

Fund Size

$500M

#1,587 of 5,854 · large

Return (1Y)Goal

N/A

Track Record

8 months

#4,935 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,025+20.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 35.1% of fundwell diversified

iShares MSCI South Korea ETF
11.2%
TSMC
3.9%
ASML Holding NV
3.5%
Alibaba Group Holding Ltd
2.7%
Tencent Holdings Ltd
2.7%
Roche Holding AG
2.6%
iShares MSCI Taiwan ETF
2.5%
AstraZeneca PLC
2.2%
Novartis AG
2.0%
iShares MSCI India ETF
1.7%

Asset allocation

Stocks
99.3%
Other
0.4%
Cash
0.3%

By sector

Technology
25.2%
Financial Services
18.6%
Industrials
13.6%
Basic Materials
9.0%
Healthcare
7.9%
Energy
7.8%
Consumer Cyclical
7.1%
Communication
4.5%
Other
6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-12.8%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 while limiting exposure to downside risk.
Strategy
Actively manages a portfolio primarily invested in equity securities of non-U.S. companies across international developed and emerging markets. Employs a flexible approach combining active management and quantitative models to allocate among issuers, sectors, countries, and factors. Aims to reduce downside risk through the Risk Assist® Strategy, reallocating assets based on market conditions.
Inception date
December 2, 2025
Fund family
Horizon Investments

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Data updated on 2026-08-03