Morningstar

Horizon Managed Risk ETF SFTY

Morningstar Medalist Rating
Medalist Rating as of | See Horizon Investments Investment Hub

Morningstar’s Analysis SFTY

Will SFTY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFTY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFTY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SFTY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Managed Risk ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SFTY

More SFTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.95 56M
Technology

Roundhill Magnificent Seven ETF

6.62 54M
—

NVIDIA Corp

6.58 53M
Technology

Microsoft Corp

5.54 45M
Technology

Alphabet Inc Class A

4.94 40M
Communication Services

Berkshire Hathaway Inc Class B

2.73 22M
Financial Services

Broadcom Inc

2.57 21M
Technology

Micron Technology Inc

2.27 18M
Technology

Eli Lilly and Co

2.18 18M
Healthcare

Amazon.com Inc

1.85 15M
Consumer Cyclical

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