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 shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leadership from Major Growth Stocks
Several top holdings like Nvidia, Alphabet, Broadcom, Amazon, and Meta have delivered strong year-to-date results, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, financials, health care, communication services, consumer sectors, and more help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Market Concentration
With the vast majority of assets in U.S. stocks, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s fortunes.
Mixed Performance Among Top Holdings
Some large positions such as Apple, Microsoft, Berkshire Hathaway, and Eli Lilly have shown weaker year-to-date performance, which can drag on overall fund results if the trend continues.
STOX vs. SPDR S&P 500 ETF (SPY)
AUM135.25M
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. Volume9,371
30 Day Avg. Volume15,444
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
34.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering164
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STOX Summary
The Horizon Core Equity ETF (STOX) is a U.S.-focused fund that aims to cover almost the entire stock market, from large, well-known companies to smaller, faster-growing ones. It doesn’t track a specific index, but it spreads your money across many sectors, with a big tilt toward technology and other major industries. Well-known holdings include Nvidia, Apple, Microsoft, and Amazon. Someone might invest in STOX for broad diversification and long-term growth potential in U.S. stocks. However, it can go up and down with the overall stock market and is especially sensitive to swings in tech stocks.
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 ETF may be marketed as broad-based, but its story is all about U.S. Big Tech and AI. Nvidia and Broadcom are the clear engines, rising on the back of red-hot demand for AI chips and infrastructure. Alphabet, Amazon, and Meta are also pulling their weight, keeping the tech-heavy tilt working in the fund’s favor. Apple looks steady but no longer the star sprinter, while Microsoft’s recent softness and a lagging Berkshire Hathaway act as mild brakes. Overall, it’s a U.S.-centric, tech-led ride with a few value names easing the pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.95% | $9.41M | $5.36T | 69.92% | 76 Outperform | |
| ― | 6.74% | $9.13M | ― | ― | ― | |
| Alphabet Class A | 6.29% | $8.52M | $1.42M | 142.81% | 85 Outperform | |
| Apple | 6.12% | $8.29M | $4.33T | 38.45% | 79 Outperform | |
| Microsoft | 4.54% | $6.14M | $3.03T | -9.21% | 79 Outperform | |
| Broadcom | 3.36% | $4.54M | $1.99T | 80.41% | 76 Outperform | |
| Berkshire Hathaway B | 2.52% | $3.42M | $1.05T | -5.26% | 66 Neutral | |
| Amazon | 2.08% | $2.81M | $2.86T | 25.76% | 71 Outperform | |
| Micron | 1.99% | $2.69M | $864.50B | 690.86% | 79 Outperform | |
| Meta Platforms | 1.76% | $2.38M | $1.53T | -8.08% | 76 Outperform |
STOX Technical Analysis
Positive
―
Price Trends
28.53
Positive
28.57
Positive
27.95
Positive
Market Momentum
0.55
Negative
72.38
Negative
92.00
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 29.72, equal to the 50-day MA of 28.53, and equal to the 200-day MA of 27.95, indicating a bullish trend. The MACD of 0.55 indicates Negative momentum. The RSI at 72.38 is Negative, neither overbought nor oversold. The STOCH value of 92.00 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
30.50
5.06
19.89%
SYLD
Cambria Shareholder Yield ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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BGDV
Bahl & Gaynor Dividend ETF
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―
AVTM
Avantis Total Equity Markets 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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