SMOX
Horizon Small/Mid Cap Core Equity ETF·ARCA
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Key Stats
Assets Under Management
54.32MUSD
Fund Flow (1Y)
50.06MUSD
Dividend Yield
0.08%
Discount / Premium to NAV
0.52%
Shares Outstanding
2.04M
Expense Ratio
0.75%
About Horizon Small/Mid Cap Core Equity ETF
Issuer
Horizon Investments, LLC
Brand
Horizons
Inception Date
Dec 2, 2025
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
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
SMOX uses a flexible approach that combines active management and quantitative models to allocate the Fund's portfolio among issuers, sectors, and/or factors including 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
Extended Market
Niche
Broad-based
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Industrials
21.99%
Financial Services
15.05%
Technology
13.15%
Consumer Cyclical
11.60%
Healthcare
9.35%
Energy
8.25%
Real Estate
7.76%
Consumer Defensive
5.16%
Basic Materials
3.98%
Industrials
21.99%
Financial Services
15.05%
Technology
13.15%
Consumer Cyclical
11.60%
Healthcare
9.35%
Energy
8.25%
Real Estate
7.76%
Consumer Defensive
5.16%
Basic Materials
3.98%
Show More
Asset
Holdings
Symbol
Ratio
CASY
Casey's
1.25%
FTI
TechnipFMC
1.23%
COHR
Coherent
1.10%
UTHR
United Therapeutics
1.08%
CW
Curtiss-Wright
1.07%
Symbol
Ratio
WWD
Woodward
1.07%
SNX
TD SYNNEX
0.97%
AA
Alcoa
0.90%
ATI
ATI
0.84%
NYT
The New York Times
0.80%
Top 10 Weight 10.31%
234 Total Holding
See all holdings
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