Morningstar

Horizon Landmark ETF BENJ

Morningstar Medalist Rating
Medalist Rating as of | See Horizon Investments Investment Hub

Morningstar’s Analysis BENJ

Will BENJ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BENJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BENJ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BENJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Landmark ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BENJ

More BENJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 198.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On State Street® Spdr® S&P 500® Etf Dec26

148.06 531M
—

Option On State Street® Spdr® S&P 500® Etf Dec26

50.77 182M
—

First American Government Obligs X

0.10 368,935
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.02 −58,170
—

Cash Offset

−98.91 −355M
—

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