Symbols

SMOX

Horizon Small/Mid Cap Core Equity ETF·ARCA

--(--)

Key Stats

Assets Under Management

56.28MUSD

Fund Flows (1Y)

50.12MUSD

Dividend Yield

0.07%

Discount/Premium to NAV

-0.15%

Shares Outstanding

2.32M

Expense Ratio

0.75%

About Horizon Small/Mid Cap Core Equity ETF

Issuer

Horizon Investments, LLC

Brand

Horizons

Home Page

https://www.horizonmutualfunds.com/smcc-fund

Inception Date

Dec 2, 2025

Structure

Open-Ended Fund

Index Tracked

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.