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Horizon Core Equity ETF
STOX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 6, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -2.09% | -4.31% | -3.11% | |||
| Flows | +$3M | +$35M | +$35M | - | - | - |
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 | 164 |
| Dividend policy | Distributing |
| Inception date | June 25, 2025 |
| ESG | No |
More data and info about STOX on Trackinsight
Exposure
Data as of February 28, 2026Diversification
Total weight of top 15 holdings out of 164
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +14.76% | |||
Max drawdown | -9.48% | |||
Max drawdown duration | 69d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is STOX?
STOX is a Active ETF that provides exposure to Equity assets. It is managed by Horizon Investments.
What does STOX invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of STOX?
The total expense ratio (TER) of STOX is 0.7%, representing the annual fee charged by the fund manager.
When was STOX launched?
STOX was launched on June 25, 2025, marking its entry into the ETF market.
Who is the issuer of STOX?
STOX is issued by Horizon Investments.
What is the AUM of STOX?
As of April 6, 2026, STOX manages $112.51 M, reflecting the total assets held in the fund.
How has STOX performed recently?
As of April 6, 2026, STOX delivered a return of -2.09% over the past month (1M performance), -4.31% over the past three months (3M), and -3.11% year-to-date (YTD).
What are the recent fund flows for STOX?
As of April 6, 2026, STOX has seen net flows of +$3M in the past month (1M flow) and +$35M year-to-date (YTD).
How many holdings are in STOX
As of February 28, 2026, STOX holds 164 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is STOX?
As of February 28, 2026, STOX holds 164 securities, with 46.84% of its assets concentrated in its top 15 holdings.
What are the top holdings of STOX?
As of February 28, 2026, STOX holds a portfolio of 164 underlyings, with its largest positions including ALPHABET INC-CL, NVIDIA and US53656G4982. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does STOX invest in?
As of February 28, 2026, STOX has its largest geographic exposures in USA.
What sectors or themes does STOX focus on?
As of February 28, 2026, STOX is primarily exposed to Information Technology, Financials and Communication Services.
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