SMOXHorizon Small/Mid Cap Core Equity ETF

Grow my moneyNewRanked #2,198 of 2,960 in this goal

Seeks capital appreciation.

By Horizon Investments · Launched 2025

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$60M

#3,400 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

6 months

#5,040 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,809+18.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Smid

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 11.9% of fund✓ well diversified

Coherent CorpCOHR

1.6%

Casey's General Stores IncCASY

1.3%

Curtiss-Wright CorpCW

1.3%

TechnipFMC PLCFTI

1.2%

TD Synnex CorpSNX

1.2%

United Therapeutics CorpUTHR

1.2%

Alcoa CorpAA

1.1%

nVent Electric PLCNVT

1.1%

Twilio Inc Class ATWLO

1.1%

Tenet Healthcare CorpTHC

0.9%

Asset allocation

Stocks

98.0%

Cash

1.2%

Other

0.8%

By sector

Industrials

22.0%

Technology

16.1%

Financial Services

14.9%

Consumer Cyclical

11.2%

Healthcare

9.1%

Real Estate

7.4%

Energy

7.3%

Consumer Defensive

4.4%

Other

7.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-7.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in equity securities of U.S. small- and mid-cap companies and REITs. Employs active management and quantitative models to select securities with high projected returns relative to risk.
Inception date: December 2, 2025
Fund family: Horizon Investments