SFTX
Horizon International Managed Risk ETF·ARCA
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Key Stats
Assets Under Management
396.00MUSD
Fund Flows (1Y)
358.86MUSD
Dividend Yield
0.23%
Discount/Premium to NAV
-0.79%
Shares Outstanding
14.20M
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
19.38%
Financial Services
15.94%
Industrials
12.38%
Healthcare
11.66%
Consumer Cyclical
11.01%
Basic Materials
8.86%
Communication Services
7.42%
Energy
6.41%
Consumer Defensive
3.10%
Technology
19.38%
Financial Services
15.94%
Industrials
12.38%
Healthcare
11.66%
Consumer Cyclical
11.01%
Basic Materials
8.86%
Communication Services
7.42%
Energy
6.41%
Consumer Defensive
3.10%
Show more
Asset
Holdings
Symbol
Ratio
EWY
iShares MSCI South Korea ETF
9.55%
TSM
TSMC
3.70%
ASML Holding NV
3.55%
Alibaba Group Holding Ltd
3.29%
Tencent Holdings Ltd
3.13%
Roche Holding AG
2.70%
Symbol
Ratio
EWT
iShares MSCI Taiwan ETF
2.46%
AstraZeneca PLC
2.13%
Novartis AG
1.99%
INDA
iShares MSCI India ETF
1.80%
Top 10 Weight 34.3%
10 Total Holdings
See all holdings
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