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STOX - ETF AI Analysis
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Horizon Core Equity ETF (STOX)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, including Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors like Technology, Financials, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating strong momentum in its holdings.
Negative Factors
High Technology Exposure
Over one-third of the portfolio is concentrated in the Technology sector, making the fund sensitive to downturns in tech stocks.
Limited Geographic Exposure
With nearly all assets focused on U.S. companies, the ETF lacks diversification across global markets.
Relatively High Expense Ratio
The fund charges a higher expense ratio compared to many ETFs, which could eat into investor returns over time.
STOX vs. SPDR S&P 500 ETF (SPY)
AUM81.52M
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. Volume23,806
30 Day Avg. Volume19,392
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
32.38Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering165
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STOX Summary
The Horizon Core Equity ETF (STOX) is a fund designed to give investors exposure to a wide range of companies across the U.S. market. It includes businesses of all sizes and styles, from large, stable companies to smaller, fast-growing ones. STOX focuses on sectors like technology, financials, and healthcare, with well-known companies such as Nvidia and Microsoft among its top holdings. This ETF could be a good choice for someone looking to diversify their portfolio and benefit from the overall growth of the U.S. market. However, since it heavily invests in technology stocks, its performance can be sensitive to changes in that sector.
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
The Horizon Core Equity ETF leans heavily into technology, with giants like Alphabet and Nvidia driving much of its performance thanks to their focus on AI and cloud innovation, though Nvidia’s momentum has cooled recently. Microsoft, another tech heavyweight, has been lagging, which could weigh on the fund’s returns. Meanwhile, Apple’s steady growth and Broadcom’s AI semiconductor strength provide some balance. Outside of tech, Eli Lilly is a standout in health care, rising on strong pipeline advancements. With a clear U.S. focus, this fund’s tech-heavy tilt makes it a bet on innovation but also exposes it to sector volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 7.26% | $5.84M | $3.59T | 60.45% | 85 Outperform | |
| ― | 6.83% | $5.50M | ― | ― | ― | |
| Microsoft | 6.60% | $5.31M | $3.54T | 10.74% | 79 Outperform | |
| Nvidia | 6.05% | $4.86M | $4.15T | 33.26% | 76 Outperform | |
| Apple | 4.53% | $3.64M | $4.02T | 8.97% | 79 Outperform | |
| Broadcom | 3.87% | $3.11M | $1.54T | 51.10% | 76 Outperform | |
| Berkshire Hathaway B | 2.26% | $1.81M | $1.09T | 12.03% | 66 Neutral | |
| Walmart | 1.85% | $1.49M | $921.83B | 22.94% | 78 Outperform | |
| Meta Platforms | 1.64% | $1.32M | $1.64T | 11.56% | 76 Outperform | |
| Eli Lilly & Co | 1.34% | $1.08M | $984.89B | 39.51% | 72 Outperform |
STOX Technical Analysis
Neutral
―
Price Trends
27.96
Positive
27.41
Positive
Market Momentum
0.05
Positive
47.50
Neutral
17.65
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STOX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 28.14, equal to the 50-day MA of 27.96, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 47.50 is Neutral, neither overbought nor oversold. The STOCH value of 17.65 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for STOX.
STOX Peer Comparison
Comparison Results
Performance Comparison
STOX
Horizon Core Equity ETF
27.97
2.48
9.73%
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
―
LSAT
Leadershares Alphafactor Tactical Focused ETF
―
―
―
VAMO
Cambria Value & Momentum 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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