Horizon Investments ETFs List | Morningstar

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Horizon Investments ETFs List

1 to 14 of 14 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio
Horizon International Equity ETF	FRGN	Foreign Large Blend	—		18.78%	2	0.750%
Horizon NASDAQ-100 Defined Risk ETF	QGRD	Equity Hedged	—		9.67%	28	0.850%
Horizon Core Bond ETF	BNDY	Intermediate Core Bond	—		0.18%	6	0.660%
Horizon High Income ETF	YLDY	Derivative Income	—		—	—	0.700%
Horizon Expansion Leaders ETF	EXPN	Large Blend	—		—	—	0.750%
Horizon International Managed Risk ETF	SFTX	Tactical Allocation	—		16.98%	11	0.820%
Horizon Expedition Plus ETF	HBTA	Derivative Income	—		11.00%	42	0.860%
Horizon Digital Frontier ETF	YNOT	Technology	—		11.44%	77	0.750%
Horizon Landmark ETF	BENJ	Ultrashort Bond	—		2.99%	—	0.400%
Horizon Flexible Income ETF	FLXN	High Yield Bond	—	—	2.90%	5	0.820%
Horizon Managed Risk ETF	SFTY	Tactical Allocation	—		13.18%	23	0.770%
Horizon Core Equity ETF	STOX	Large Blend	—		13.76%	32	0.700%
Horizon Small/Mid Cap Core Equity ETF	SMOX	Mid-Cap Blend	—		15.15%	35	0.750%
Horizon Dividend Income ETF	DIVN	Large Value	—		22.78%	14	0.700%

Horizon Investments ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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