YNOTHorizon Digital Frontier ETF

Grow my moneyNewRanked #2,009 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

$114M

#2,814 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

11 months

#4,558 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,973+29.7%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Focus

Artificial Intelligence

What it actually holds

By weight

Concentration

Top 10 holdings = 54.2% of fundmoderately concentrated

Alphabet Inc

10.1%

Microsoft Corp

9.6%

NVIDIA Corp

8.4%

Broadcom Inc

7.1%

Amazon.com Inc

6.2%

Meta Platforms Inc

4.9%

IBM

2.1%

Tencent Holdings Ltd

2.0%

Tesla Inc

2.0%

TSMC

2.0%

Asset allocation

Stocks

99.7%

Cash

0.3%

Other

0.0%

By sector

Technology

48.5%

Industrials

15.8%

Communication

14.8%

Consumer Cyclical

8.3%

Basic Materials

8.3%

Financial Services

1.8%

Utilities

1.2%

Healthcare

0.7%

Other

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-16.7%Moderate

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: NASDAQ Global Select Market

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in equity securities of U.S. and foreign companies involved in emerging technologies like AI, automation, and digital assets. Uses a multi-disciplinary approach combining active management with economic, quantitative, and fundamental analysis to select investments across various phases of technology development.
Inception date: July 9, 2025
Fund family: Horizon Investments