Morningstar

Horizon Core Equity ETF STOX

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

Morningstar’s Analysis STOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Core Equity 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 STOX

More STOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.74 16M
Technology

Roundhill Magnificent Seven ETF

6.64 16M
—

NVIDIA Corp

6.47 15M
Technology

Microsoft Corp

5.58 13M
Technology

Alphabet Inc Class A

5.33 13M
Communication Services

Berkshire Hathaway Inc Class B

2.60 6M
Financial Services

Broadcom Inc

2.54 6M
Technology

Micron Technology Inc

2.18 5M
Technology

Eli Lilly and Co

2.12 5M
Healthcare

Meta Platforms Inc Class A

2.04 5M
Communication Services

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