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Horizon Small/Mid Cap Core Equity ETF
SMOX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of June 12, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +3.40% | +14.41% | +19.53% | |||
| Flows | +$11M | +$12M | +$11M | - | - | - |
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 | Options Strategies |
| Provider | Horizon Investments |
| N° of holdings | 284 |
| Dividend policy | Distributing |
| Inception date | December 3, 2025 |
| ESG | No |
More data and info about SMOX on Trackinsight
Exposure
Data as of April 30, 2026Diversification
Total weight of top 15 holdings out of 284
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +17.06% | |||
Max drawdown | -3.75% | |||
Max drawdown duration | 6d | N/A | N/A | N/A |
Time to recover | 2d | N/A | N/A | N/A |
What type of ETF is SMOX?
SMOX is a Active ETF that provides exposure to Equity assets. It is managed by Horizon Investments.
What does SMOX invest in?
This ETF provides exposure to Mid and Small-Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of SMOX?
The total expense ratio (TER) of SMOX is 0.75%, representing the annual fee charged by the fund manager.
When was SMOX launched?
SMOX was launched on December 3, 2025, marking its entry into the ETF market.
Who is the issuer of SMOX?
SMOX is issued by Horizon Investments.
What is the AUM of SMOX?
As of June 12, 2026, SMOX manages $72.78 M, reflecting the total assets held in the fund.
How has SMOX performed recently?
As of June 12, 2026, SMOX delivered a return of 3.4% over the past month (1M performance), 14.41% over the past three months (3M), and 19.53% year-to-date (YTD).
What are the recent fund flows for SMOX?
As of June 12, 2026, SMOX has seen net flows of +$11M in the past month (1M flow) and +$11M year-to-date (YTD).
How many holdings are in SMOX
As of April 30, 2026, SMOX holds 284 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SMOX?
As of April 30, 2026, SMOX holds 284 securities, with 15.52% of its assets concentrated in its top 15 holdings.
What are the top holdings of SMOX?
As of April 30, 2026, SMOX holds a portfolio of 284 underlyings, with its largest positions including US19247G1076, CASEYS GENERAL STORES and TECHNIPFMC PLC. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SMOX invest in?
As of April 30, 2026, SMOX has its largest geographic exposures in USA.
What sectors or themes does SMOX focus on?
As of April 30, 2026, SMOX is primarily exposed to Industrials, Financials and Information Technology.
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