Horizon Core Equity (STOX)
28.54
+0.15
(+0.52%)
USD |
BATS |
Dec 10, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.70% | -0.04% | 87.37M | 36005.20 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.15% | -- | 80.24M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks capital appreciation. Under normal circumstances, the Fund will invest not less than 80% of the value of its net assets (plus the amount of borrowings for investment purposes) in equity securities including common stocks of U.S. companies, Real Estate Investment Trusts, and American Depository Receipts. |
| General | |
| Security Type | Exchange-Traded Fund |
| 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 11, 2025.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.36% |
| Stock | 95.81% |
| Bond | 3.29% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.54% |
Basic Info
| Investment Strategy | |
| The Fund seeks capital appreciation. Under normal circumstances, the Fund will invest not less than 80% of the value of its net assets (plus the amount of borrowings for investment purposes) in equity securities including common stocks of U.S. companies, Real Estate Investment Trusts, and American Depository Receipts. |
| General | |
| Security Type | Exchange-Traded Fund |
| 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% |