Horizon Kinetics ETFs List | Morningstar

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Horizon Kinetics ETFs List

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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			16.77%	18	0.850%
Horizon Kinetics Energy Remediation ETF	NVIR	Equity Energy			21.70%	87	0.850%
Horizon Kinetics SPAC Active ETF	SPAQ	Financial		—	1.67%	44	0.850%
Horizon Kinetics Medical ETF	MEDX	Health			6.16%	70	0.850%
Horizon Kinetics Japan Owner Operator ETF	JAPN	Japan Stock	—		2.04%	100	0.850%
Horizon Kinetics Texas ETF	TEXX	Equity Energy	—		—	—	0.850%
Horizon Kinetics Blockchain Development ETF	BCDF	Digital Assets	—		7.94%	6	0.850%

Horizon Kinetics ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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