SFTX
Horizon International Managed Risk ETF·ARCA
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Key Stats
Assets Under Management
367.79MUSD
Fund Flows (1Y)
361.68MUSD
Dividend Yield
0.25%
Discount/Premium to NAV
0.45%
Shares Outstanding
14.30M
Expense Ratio
0.82%
About Horizon International Managed Risk 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
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
SFTX is an actively managed exchange-traded fund ("ETF") that pursues its objective by combining two complementary strategies: an Equity Strategy and the proprietary Risk Assist Strategy. Under the Equity Strategy, the Fund primarily invests in developed and emerging equity securities identified through a multi-factor selection model emphasizing valuation, momentum, quality, and volatility factors. The Risk Assist Strategy systematically adjusts the Fund's exposure based on real-time volatility signals, reducing equity exposure during periods of elevated market volatility and re-engaging when conditions normalize to participate in market recoveries.
Classification
Asset Class
Equity
Category
Asset Allocation
Focus
Target Outcome
Niche
Income & Capital Appreciation
Strategy
Active
Geography
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Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Analysis
Sector
Technology
17.88%
Financial Services
16.33%
Industrials
12.14%
Consumer Cyclical
11.98%
Healthcare
11.69%
Basic Materials
8.63%
Communication Services
8.23%
Energy
6.15%
Consumer Defensive
3.23%
Technology
17.88%
Financial Services
16.33%
Industrials
12.14%
Consumer Cyclical
11.98%
Healthcare
11.69%
Basic Materials
8.63%
Communication Services
8.23%
Energy
6.15%
Consumer Defensive
3.23%
Show more
Asset
Holdings
Symbol
Ratio
EWY
iShares MSCI South Korea ETF
8.14%
Tencent Holdings Ltd
3.63%
TSM
TSMC
3.63%
Alibaba Group Holding Ltd
3.23%
ASML Holding NV
2.96%
Roche Holding AG
2.62%
Symbol
Ratio
EWT
iShares MSCI Taiwan ETF
2.44%
AstraZeneca PLC
2.22%
INDA
iShares MSCI India ETF
1.96%
Novartis AG
1.94%
Top 10 Weight 32.77%
10 Total Holdings
See all holdings
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