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STOX - ETF AI Analysis
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Horizon Core Equity ETF (STOX)
Rating:70Outperform
Price Target:―
Positive Factors
Large, Well-Known Holdings
The ETF’s biggest positions are in major, established companies that many investors view as core long-term holdings.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Meaningful Exposure to Growth-Oriented Tech
A sizable allocation to technology and communication services gives the ETF potential to benefit when growth stocks are doing well.
Negative Factors
High Expense Ratio
The fund’s relatively high annual fee takes a bigger bite out of returns compared with many low-cost ETFs.
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers little geographic diversification outside the American market.
Recent Weakness in Several Top Holdings
Some of the largest positions have shown soft year-to-date performance, which has weighed on the ETF’s overall results so far this year.
STOX vs. SPDR S&P 500 ETF (SPY)
AUM111.97M
RegionNorth America
Expense Ratio0.70%
Beta1.00
IssuerHorizon
Inception DateJun 26, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,324
30 Day Avg. Volume26,503
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
34.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering166
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STOX Summary
Horizon Core Equity ETF (STOX) is a U.S.-focused fund that aims to cover almost the entire stock market rather than track a single index. It holds many types of companies, from large, well-known names like Apple and Microsoft to smaller firms, across sectors such as technology, finance, health care, and consumer businesses. Someone might invest in STOX to get broad diversification and long-term growth potential in one simple investment. However, it is heavily tilted toward technology and U.S. stocks, so its price can rise and fall sharply with swings in those areas and the overall stock market.
How much will it cost me?The Horizon Core Equity ETF (STOX) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because it is actively managed, aiming to provide a diversified and dynamic portfolio rather than simply tracking an index.
What would affect this ETF?The Horizon Core Equity ETF (STOX) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, especially with companies like Nvidia and Microsoft driving innovation in AI and cloud computing. However, rising interest rates or economic slowdowns could negatively impact the fund's exposure to consumer cyclical and financial sectors, as these areas are more sensitive to economic conditions. Additionally, regulatory changes targeting big tech companies like Alphabet and Meta could pose risks to the ETF's performance.
STOX Top 10 Holdings
Horizon Core Equity leans heavily on U.S. Big Tech and chip leaders, with Alphabet and Nvidia doing much of the heavy lifting as their AI stories keep sentiment upbeat. Microsoft, however, has been losing steam lately, acting more like a brake than an engine despite solid long-term prospects. Apple and Broadcom are in a more mixed lane, with recent bumps but no clear breakout. Outside tech, steady hands like Berkshire Hathaway and a rising Walmart, plus a strong run from Exxon Mobil, add some balance but don’t change the fund’s tech-centric, U.S.-focused character.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 7.40% | $8.29M | $3.65T | 82.66% | 85 Outperform | |
| Nvidia | 6.45% | $7.22M | $4.38T | 48.15% | 76 Outperform | |
| ― | 6.35% | $7.11M | ― | ― | ― | |
| Microsoft | 5.55% | $6.21M | $2.94T | 1.80% | 79 Outperform | |
| Apple | 4.24% | $4.74M | $3.67T | 17.16% | 79 Outperform | |
| Broadcom | 3.97% | $4.45M | $1.53T | 64.75% | 76 Outperform | |
| Berkshire Hathaway B | 2.20% | $2.46M | $1.06T | -4.77% | 66 Neutral | |
| Walmart | 2.00% | $2.24M | $1.01T | 48.24% | 78 Outperform | |
| Meta Platforms | 1.60% | $1.80M | $1.55T | 1.00% | 76 Outperform | |
| Exxon Mobil | 1.57% | $1.76M | $650.52B | 39.52% | 74 Outperform |
STOX Technical Analysis
Negative
―
Price Trends
28.57
Negative
28.32
Negative
Market Momentum
-0.18
Positive
41.50
Neutral
15.93
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STOX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.39, equal to the 50-day MA of 28.57, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.18 indicates Positive momentum. The RSI at 41.50 is Neutral, neither overbought nor oversold. The STOCH value of 15.93 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for STOX.
STOX Peer Comparison
Comparison Results
Performance Comparison
STOX
Horizon Core Equity ETF
27.94
2.50
9.83%
ULTY
YieldMax Ultra Option Income Strategy ETF
―
―
―
SYLD
Cambria Shareholder Yield ETF
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
ABFL
Fcf Us Quality Etf
―
―
―
XCHG
AB US Equity 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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