Horizon Expedition Plus ETF HBTA

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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HBTA

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings49.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roundhill Magnificent Seven ETF

9.2921M
—

Microsoft Corp

8.4419M
Technology

NVIDIA Corp

7.8118M
Technology

Alphabet Inc Class A

6.6115M
Communication Services

Amazon.com Inc

4.9011M
Consumer Cyclical

Meta Platforms Inc Class A

3.548M
Communication Services

Micron Technology Inc

2.836M
Technology

Advanced Micro Devices Inc

2.466M
Technology

JPMorgan Chase & Co

2.095M
Financial Services

Visa Inc Class A

1.984M
Financial Services

Sponsor Center