SMOX
·ARCA
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Key Stats
Assets Under Management
52.89MUSD
Fund Flows (1Y)
50.63MUSD
Dividend Yield
0.08%
Discount/Premium to NAV
-0.10%
Shares Outstanding
2.06M
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
--
Distributor
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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
Returns
1-Month | 3-Month | YTD | 1-Year | 3-Year | 5-Year | |
|---|---|---|---|---|---|---|
Price Performance | — | — | — | — | — | — |
NAV Total Return | +1.79% | +1.79% | +1.79% | +1.79% | +1.79% | +1.79% |
Ratings
No data is currently available
Ainvest’s AI-powered ETF Scoring Algorithm, built to help retail investors make smarter, data-driven decisions. Leveraging deep learning, reinforcement learning, and large language models, the algorithm scores ETFs across five key dimensions: Fund Flow, Momentum, Safety, Fundamentals, and Performance. Each factor is weighted by its correlation to future returns, resulting in a single, actionable score. Backtested over five years with consistently strong predictive accuracy. Ainvest brings institutional-grade artificial intelligence to everyday investors—transforming complexity into clarity with every score.
Holdings Analysis
Sector
Industrials
20.09%
Financial Services
16.74%
Technology
15.47%
Consumer Cyclical
13.19%
Healthcare
10.68%
Real Estate
8.10%
Energy
5.30%
Consumer Defensive
3.56%
Basic Materials
3.53%
Industrials
20.09%
Financial Services
16.74%
Technology
15.47%
Consumer Cyclical
13.19%
Healthcare
10.68%
Real Estate
8.10%
Energy
5.30%
Consumer Defensive
3.56%
Basic Materials
3.53%
Show more
Asset
Region
97.46%
1.17%
0.94%
0.43%
Category
Ratio
North America
97.46%
Latin America
1.17%
Europe
0.94%
Asia
0.43%
Investment Style
No data is currently available
Top 10 Holdings
Symbol
Ratio
CIEN
Ciena
1.55%
FIX
Comfort Systems USA
1.50%
UTHR
United Therapeutics
1.28%
CASY
Casey's
1.11%
CW
Curtiss-Wright
1.10%
SNDK
Sandisk
1.07%
FTI
TechnipFMC
0.94%
FLEX
Flex
0.90%
JLL
Jones Lang LaSalle
0.88%
NLY
Annaly Capital
0.82%
Top 10 Weight 11.15%
289 Total Holdings
Dividends
Dividend Payout History
Declaration Date | Record Date | Payment Date | Amount |
|---|---|---|---|
| 2025-12-24 | 2025-12-24 | 2025-12-26 | 0.020 |
Premium/Discount Chart
Premium/Discount to NAV
Price
1M
Assets Under Management
Assets Under Management
1M
Fund Flows
Inflows
Outflows
1M
