Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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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 Kinetics Inflation Beneficiaries ETF | INFL | Global Small/Mid Stock | 12.41% | 23 | 0.850% | ||
| Horizon Kinetics Energy Remediation ETF | NVIR | Equity Energy | 15.18% | 94 | 0.850% | ||
| Horizon Kinetics Medical ETF | MEDX | Health | 13.37% | 68 | 0.850% | ||
| Horizon Kinetics SPAC Active ETF | SPAQ | Financial | — | 0.80% | 71 | 0.850% | |
| Horizon Kinetics Japan Owner Operator ETF | JAPN | Japan Stock | — | 2.56% | 100 | 0.850% | |
| Horizon Kinetics Blockchain Development ETF | BCDF | Digital Assets | — | 10.73% | 3 | 0.850% | |
| Horizon Kinetics Texas ETF | TEXX | Equity Energy | — | — | — | 0.850% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.