STOX - ETF AI Analysis
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Horizon Core Equity ETF (STOX)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology Holdings
Several major technology names in the top holdings have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, health care, and consumer stocks, help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns.
Heavy U.S. Concentration
With most assets invested in U.S. companies, the ETF offers limited diversification across global markets.
Concentration in Big Tech
A large share of the portfolio is tied up in a handful of big technology stocks, increasing the risk if this segment of the market weakens.
STOX vs. SPDR S&P 500 ETF (SPY)
AUM212.13M
RegionNorth America
Expense Ratio0.70%
Beta0.99
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. Volume151,807
30 Day Avg. Volume52,482
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
37.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering167
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 tracking a single index. It holds companies of all sizes across many sectors, with a big tilt toward technology. Well-known names in the fund include Apple, Microsoft, Amazon, and Alphabet (Google). Someone might invest in STOX to get broad diversification and long-term growth potential in one simple investment. However, because it leans heavily toward tech and the overall stock market, its price can rise and fall sharply with market swings.
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 makers, with Apple and Nvidia doing most of the heavy lifting as their shares continue to rise on the back of strong demand for devices and AI. Alphabet and Amazon have been more mixed lately, losing a bit of momentum and acting as mild brakes on the fund. Microsoft and Broadcom are steady but not spectacular, reflecting some cooling in mega-cap enthusiasm. Overall, it’s a tech-centric, U.S.-focused story where a handful of giants set the tone for performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.71% | $14.19M | $5.42T | 19.49% | 76 Outperform | |
| ― | 6.35% | $13.43M | ― | ― | ― | |
| Apple | 6.21% | $13.13M | $4.57T | 35.69% | 79 Outperform | |
| Alphabet Class A | 5.43% | $11.49M | $4.33T | 77.87% | 85 Outperform | |
| Microsoft | 5.20% | $10.99M | $3.71T | -3.01% | 79 Outperform | |
| Broadcom | 3.17% | $6.71M | $2.04T | 38.99% | 76 Outperform | |
| Berkshire Hathaway B | 2.59% | $5.49M | $1.01T | 13.92% | 66 Neutral | |
| Micron | 2.06% | $4.37M | $991.12B | 595.93% | 79 Outperform | |
| Eli Lilly & Co | 2.02% | $4.27M | $1.12T | 93.94% | 72 Outperform | |
| Amazon | 2.00% | $4.24M | $2.96T | 25.66% | 71 Outperform |
STOX Technical Analysis
Positive
―
Price Trends
31.00
Positive
30.05
Positive
29.19
Positive
Market Momentum
0.35
Negative
67.46
Neutral
93.91
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STOX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.28, equal to the 50-day MA of 31.00, and equal to the 200-day MA of 29.19, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 67.46 is Neutral, neither overbought nor oversold. The STOCH value of 93.91 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STOX.
STOX Peer Comparison
Comparison Results
Performance Comparison
STOX
Horizon Core Equity ETF
32.24
5.98
22.77%
VFMF
Vanguard U.S. Multifactor ETF
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BGDV
Bahl & Gaynor Dividend ETF
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AVTM
Avantis Total Equity Markets ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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XCHG
AB US Equity ETF
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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.
DisclaimerThis 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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