SFTYHorizon Managed Risk ETF
Seeks to capture the majority of U.S. large-cap equity market returns while mitigating downside risk.
By Horizon Investments · Launched 2025
Annual Cost
0.77%
#4,223 of 6,040 · expensive
Fund Size
$789M
#1,320 of 6,040 · large
Return (1Y)
+16.0%
Track Record
1 year
#4,439 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,621+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 = 40.2% of fundmoderately concentrated
Alphabet Inc
7.4%
Roundhill Magnificent Seven ET
6.2%
NVIDIA Corp
6.1%
Microsoft Corp
5.3%
Apple Inc
4.3%
Broadcom Inc
3.7%
Berkshire Hathaway Inc
2.2%
Walmart Inc
2.0%
Meta Platforms Inc
1.6%
Exxon Mobil Corp
1.5%
Asset allocation
Stocks
100.3%
By sector
Technology
37.5%
Financial Services
12.8%
Healthcare
10.2%
Communication
9.1%
Consumer Cyclical
8.2%
Industrials
7.1%
Consumer Defensive
5.8%
Energy
4.0%
Other
5.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.3%Moderate
Year-on-year price swings
Max drawdown
-8.6%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
- Cboe BZX
Full fund details
- Objective
- Seeks to capture the majority of U.S. large-cap equity market returns while mitigating downside risk.
- Strategy
- Actively manages a portfolio of equity securities, including common stocks of U.S. companies and REITs, while employing a Risk Assist ® Strategy to reduce downside risk during market volatility. The Fund invests without restriction to market capitalization and utilizes a flexible approach combining active management and quantitative models.
- Inception date
- June 25, 2025
- Fund family
- Horizon Investments
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Data updated on 2026-09-18