Horizon Managed Risk (SFTY)
28.09
+0.26
(+0.94%)
USD |
BATS |
Dec 19, 16:00
28.08
-0.01
(-0.02%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.77% | -0.03% | 335.10M | 24152.50 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.15% | -- | 313.65M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to capture the majority of US large-cap equity market returns while mitigating downside risk through a Risk Assist strategy, which seeks to reduce downside risk by adjusting the Funds exposure to equity markets during period of increased market volatility or heightened risk, as determined by the Advisor. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap Core |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Horizon Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 20, 2025.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.53% |
| Stock | 95.55% |
| Bond | 3.28% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.64% |
Basic Info
| Investment Strategy | |
| The Fund seeks to capture the majority of US large-cap equity market returns while mitigating downside risk through a Risk Assist strategy, which seeks to reduce downside risk by adjusting the Funds exposure to equity markets during period of increased market volatility or heightened risk, as determined by the Advisor. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap Core |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Large-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Large-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Horizon Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |