SMOXHORIZON SMALL/MID CAP CORE EQUITY ETF
Seeks capital appreciation.
By Horizon Investments · Launched 2025
Annual Cost
0.75%
#4,069 of 6,040 · expensive
Fund Size
$141M
#2,786 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
9 months
#4,933 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,603+16.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 12.2% of funddiversified
Ciena Corp
2.5%
TechnipFMC PLC
1.3%
Casey's General Stores Inc
1.3%
United Therapeutics Corp
1.2%
Coherent Corp
1.1%
Curtiss-Wright Corp
1.1%
Woodward Inc
1.1%
TD SYNNEX Corp
0.9%
Alcoa Corp
0.9%
ATI Inc
0.9%
Asset allocation
Stocks
95.3%
Other
8.3%
By sector
Industrials
21.3%
Financial Services
17.3%
Technology
13.5%
Consumer Cyclical
11.1%
Healthcare
10.1%
Real Estate
7.8%
Energy
7.5%
Basic Materials
4.2%
Other
7.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of U.S. small- and mid-cap companies and REITs. Employs a flexible approach using quantitative models and may engage in frequent trading to enhance returns.
- Inception date
- December 2, 2025
- Fund family
- Horizon Investments
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18