STOX
Horizon Core Equity ETF·CBOE
--
--(--)
--
--(--)
Key Stats
Assets Under Management
86.23MUSD
Fund Flows (1Y)
20.08MUSD
Dividend Yield
0.19%
Discount/Premium to NAV
0.22%
Shares Outstanding
3.92M
Expense Ratio
0.70%
About Horizon Core Equity ETF
Issuer
Horizon Investments, LLC
Brand
Horizon
Inception Date
Jun 25, 2025
Structure
Open-Ended Fund
Index Tracked
--
Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Horizon Investments LLC
Distributor
Quasar Distributors LLC
STOX employs a flexible approach that combines active management and quantitative models to allocate the Fund's portfolio among issuers, sectors, and/or factors (such as growth, value, momentum, quality, size, and volatility). Horizon selects securities believed to offer the highest projected return for a given level of risk, using a multi-disciplinary approach that includes economic, quantitative, and fundamental analysis.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Total Market
Niche
Broad-based
Strategy
Active
Geography
--
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Technology
30.60%
Financial Services
13.74%
Communication Services
12.02%
Healthcare
10.43%
Consumer Cyclical
9.66%
Industrials
7.63%
Consumer Defensive
6.86%
Energy
4.08%
Utilities
1.72%
Technology
30.60%
Financial Services
13.74%
Communication Services
12.02%
Healthcare
10.43%
Consumer Cyclical
9.66%
Industrials
7.63%
Consumer Defensive
6.86%
Energy
4.08%
Utilities
1.72%
Show more
Asset
Holdings
Symbol
Ratio
GOOGL
Alphabet A
7.98%
MAGS
Roundhill Magnificent Seven ETF
6.47%
NVDA
Nvidia
5.98%
MSFT
Microsoft
5.37%
AAPL
Apple
4.52%
AVGO
Broadcom
3.63%
Symbol
Ratio
BRK.B
Berkshire Hathaway B
2.22%
WMT
Walmart
2.00%
META
Meta
1.67%
XOM
Exxon Mobil
1.48%
Top 10 Weight 41.32%
10 Total Holdings
See all holdings
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
Community Forum
Loading...
Related News
No articles available
You can ask Aime
No Data
