STOXHorizon Core Equity ETF
Seeks capital appreciation.
By Horizon Investments · Launched 2025
Annual Cost
0.70%
#3,803 of 6,040 · average
Fund Size
$224M
#2,360 of 6,040 · mid-size
Return (1Y)
+16.7%
Track Record
1 year
#4,439 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,700+17.0%
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
99.8%
Other
4.0%
By sector
Technology
37.3%
Financial Services
12.8%
Healthcare
10.3%
Communication
9.1%
Consumer Cyclical
8.2%
Industrials
7.1%
Consumer Defensive
5.8%
Energy
4.1%
Other
5.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.1%Moderate
Year-on-year price swings
Max drawdown
-9.3%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 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
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Data updated on 2026-09-18