SMOX – Horizon Small/Mid Cap Core Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund is an actively managed ETF that seeks to achieve its investment objective by investing primarily in equity securities of U.S. small- and mid-capitalization companies, including common stocks and Real Estate Investment Trusts (REITs). Under normal circumstances, the fund will invest at least 80% of the value of its net assets in the equity securities of small and mid-cap issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMOX	Horizon Small/Mid Cap Core Equity ETF	ETF	Open	—	—	Dec 2, 2025	$150.83M	0.750%	—	—	—

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