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Horizon Managed Risk ETF
SFTY performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 17, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.58% | +4.44% | +8.87% | +19.35% | ||
| Flows | +$33M | +$120M | +$132M | +$441M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Horizon Investments |
| N° of holdings | 163 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | June 25, 2025 |
| ESG | No |
More data and info about SFTY on Trackinsight
Exposure
Data as of May 31, 2026Diversification
Total weight of top 15 holdings out of 163
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +11.75% | +11.91% | ||
Max drawdown | -3.88% | -8.68% | ||
Max drawdown duration | 37d | 77d | N/A | N/A |
Time to recover | 30d | 16d | N/A | N/A |
What type of ETF is SFTY?
SFTY is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Horizon Investments.
What does SFTY invest in?
This ETF provides exposure to Large Cap US Investment Grade Government Equities and Bonds. It is part of the segment: Multi-Asset: Other.
What is the expense ratio of SFTY?
The total expense ratio (TER) of SFTY is 0.77%, representing the annual fee charged by the fund manager.
When was SFTY launched?
SFTY was launched on June 25, 2025, marking its entry into the ETF market.
Who is the issuer of SFTY?
SFTY is issued by Horizon Investments.
What is the AUM of SFTY?
As of July 17, 2026, SFTY manages $501.92 M, reflecting the total assets held in the fund.
How has SFTY performed recently?
As of July 17, 2026, SFTY delivered a return of 0.58% over the past month (1M performance), 4.44% over the past three months (3M), and 8.87% year-to-date (YTD).
What are the recent fund flows for SFTY?
As of July 17, 2026, SFTY has seen net flows of +$33M in the past month (1M flow) and +$132M year-to-date (YTD).
Does SFTY pay dividends?
As of July 17, 2026, SFTY has a trailing 12-month distribution yield of 0.17%.
How many holdings are in SFTY
As of May 31, 2026, SFTY holds 163 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SFTY?
As of May 31, 2026, SFTY holds 163 securities, with 49.54% of its assets concentrated in its top 15 holdings.
What are the top holdings of SFTY?
As of May 31, 2026, SFTY holds a portfolio of 163 underlyings, with its largest positions including NVIDIA Corp., US53656G4982 and Apple, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SFTY invest in?
As of May 31, 2026, SFTY has its largest geographic exposures in USA.
What sectors or themes does SFTY focus on?
As of May 31, 2026, SFTY is primarily exposed to Technology, Finance and Consumer Non-Cyclicals.
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