Horizon Kinetics ETFs List | Morningstar

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Horizon Kinetics ETF List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio
Horizon Kinetics Inflation Bnfcrs ETF	INFL	Global Small/Mid Stock			4.94%	25	0.850%
Horizon Kinetics Medical ETF	MEDX	Health			1.66%	58	0.850%
Horizon Kinetics Blockchain Dev ETF	BCDF	Digital Assets	—		−1.20%	65	0.850%
Horizon Kinetics Energy Remediation ETF	NVIR	Equity Energy	—		9.95%	68	0.850%
Horizon Kinetics SPAC Active ETF	SPAQ	Health	—	—	1.74%	58	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.

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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 analyze how fees will impact different securities in the long term.

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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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