Horizon Core Equity ETF STOX

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.

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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.

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Portfolio Holdings STOX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.0917M
Technology

Roundhill Magnificent Seven ETF

6.4815M
—

NVIDIA Corp

5.8414M
Technology

Microsoft Corp

5.7713M
Technology

Alphabet Inc Class A

4.5611M
Communication Services

Berkshire Hathaway Inc Class B

2.977M
Financial Services

Eli Lilly and Co

2.416M
Healthcare

Broadcom Inc

2.285M
Technology

Amazon.com Inc

1.985M
Consumer Cyclical

Meta Platforms Inc Class A

1.774M
Communication Services

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