Morningstar

Horizon Expedition Plus ETF HBTA

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

Morningstar’s Analysis HBTA

Will HBTA 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 HBTA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBTA 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 HBTA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Expedition Plus ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HBTA

More HBTA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roundhill Magnificent Seven ETF

9.09 24M
—

NVIDIA Corp

8.28 22M
Technology

Microsoft Corp

8.19 21M
Technology

Alphabet Inc Class A

7.85 20M
Communication Services

Amazon.com Inc

4.92 13M
Consumer Cyclical

Meta Platforms Inc Class A

3.64 9M
Communication Services

Micron Technology Inc

3.43 9M
Technology

Advanced Micro Devices Inc

2.75 7M
Technology

JPMorgan Chase & Co

1.77 5M
Financial Services

Visa Inc Class A

1.54 4M
Financial Services

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