STOXHorizon Core Equity ETF
Seeks capital appreciation.
By Horizon Investments · Launched 2025
0.70%
#3,682 of 5,861 · average
$156M
#2,575 of 5,861 · mid-size
0.17%
1 year
#4,423 of 5,861 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 40.2% of fundmoderately concentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities, employing a flexible approach that combines active management and quantitative models. Uses options strategies, including put spreads, to generate income and manage risk, while focusing on factors such as growth, value, and momentum.
- Inception date
- June 25, 2025
- Fund family
- Horizon Investments
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You're paying active fees for an index
This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.
- R²
- 92.6%
- TE
- 3.4%
- Beta
- 0.98
- Fee
- 1× 0.49%
Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)
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