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SMOX - ETF AI Analysis
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Horizon Small/Mid Cap Core Equity ETF (SMOX)
Rating:74Outperform
Price Target:―
Positive Factors
Broad Sector Exposure
The ETF invests across a wide range of sectors, reducing the risk of being overly reliant on any single industry.
Strong U.S. Focus
With nearly all its holdings in U.S. companies, the ETF benefits from exposure to a stable and mature market.
Top Holdings Are Balanced
The ETF's top holdings are relatively evenly distributed, avoiding excessive reliance on a single stock.
Negative Factors
High Expense Ratio
The ETF charges a higher fee compared to many similar funds, which could eat into investor returns over time.
Limited International Exposure
The fund's heavy focus on U.S. companies leaves it vulnerable to domestic market downturns and limits global diversification.
Small Asset Base
With relatively low assets under management, the ETF may face liquidity challenges or higher trading costs for investors.
SMOX vs. SPDR S&P 500 ETF (SPY)
AUM54.56M
RegionNorth America
Expense Ratio0.75%
Beta0.72
IssuerHorizons
Inception DateDec 02, 2025
Dividend Yield0.08%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,480
30 Day Avg. Volume56,083
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
30.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering288
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SMOX Summary
The Horizon Small/Mid Cap Core Equity ETF (SMOX) is an actively managed fund that focuses on small and mid-sized U.S. companies, offering exposure to industries like technology, healthcare, and financials. It includes companies such as Ciena and Comfort Systems, which are known for their innovation and growth potential. This ETF is ideal for investors looking to diversify their portfolio with smaller companies that have room to grow and adapt in changing markets. However, new investors should be aware that small and mid-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall more dramatically.
How much will it cost me?The Horizon Small/Mid Cap Core Equity ETF (SMOX) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning professional managers make investment decisions rather than simply tracking an index.
What would affect this ETF?The Horizon Small/Mid Cap Core Equity ETF (SMOX) could benefit from a strong U.S. economy, as small and mid-cap companies often thrive during periods of economic growth and innovation, particularly in sectors like technology and industrials, which have significant weight in the fund. However, rising interest rates or economic slowdowns could negatively impact these smaller companies, as they may face higher borrowing costs and reduced consumer spending. Additionally, sector-specific challenges, such as regulatory changes in healthcare or volatility in energy prices, could also affect the ETF's performance.
SMOX Top 10 Holdings
The Horizon Small/Mid Cap Core Equity ETF (SMOX) leans heavily into U.S. small and mid-cap stocks, with a notable focus on industrials, financials, and technology. SanDisk is a standout performer, rising on strong earnings and technical momentum, while Ciena also adds a bullish spark with growth prospects tied to strategic acquisitions. On the flip side, Casey’s General Stores is lagging, weighed down by bearish trends and valuation concerns. Comfort Systems shows mixed signals, with solid fundamentals but expensive pricing. Overall, the fund’s sector diversity offers balance, though industrials and technology seem to be driving the narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 2.21% | $1.21M | $84.45B | ― | 55 Neutral | |
| Comfort Systems | 1.75% | $955.91K | $40.28B | 161.50% | 80 Outperform | |
| Ciena | 1.56% | $853.38K | $35.47B | 188.97% | 70 Outperform | |
| Curtiss-Wright | 1.24% | $677.18K | $24.22B | 89.28% | 74 Outperform | |
| Casey's General | 1.14% | $623.55K | $22.48B | 43.80% | 68 Neutral | |
| United Therapeutics | 1.13% | $620.17K | $20.21B | 33.18% | 79 Outperform | |
| TechnipFMC | 1.13% | $616.01K | $22.54B | 85.42% | 80 Outperform | |
| Flex | 0.89% | $487.49K | $23.31B | 51.36% | 74 Outperform | |
| Jones Lang Lasalle | 0.87% | $475.58K | $16.89B | 26.56% | 79 Outperform | |
| Coherent Corp | 0.84% | $462.37K | $33.34B | 134.48% | 66 Neutral |
SMOX Technical Analysis
Positive
―
Price Trends
Market Momentum
0.34
Positive
58.81
Neutral
40.20
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMOX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.42, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.34 indicates Positive momentum. The RSI at 58.81 is Neutral, neither overbought nor oversold. The STOCH value of 40.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMOX.
SMOX Peer Comparison
Comparison Results
Performance Comparison
SMOX
Horizon Small/Mid Cap Core Equity ETF
26.60
1.44
5.72%
OASC
OneAscent Small Cap Core ETF
―
―
―
ASCE
Allspring SMID Core ETF
―
―
―
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
SAEF
Schwab Ariel ESG ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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