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Horizon Funds - Horizon Expansion Leaders ETF logo

Horizon Funds - Horizon Expansion Leaders ETF (EXPN)

ETF overview

EXPN targets investments believed to benefit from an expansionary economic environment known as expansion leaders. It actively invests in US large-cap companies through an equity strategy combined with a commodity-linked options overlay strategy. The equity strategy targets common stocks, ADRs, REITs, and ETFs, focusing on companies with high correlation to inflationary economic environments, solid fundamental growth, and improving operating margin trends. The options overlay, on the other hand, provide commodity-linked return exposure, through purchasing and/or selling FLEX and OTC options, to generate income or directional exposure. It does not invest directly in physical commodities or futures. The fund employs a multi-disciplinary approach, combining active management with economic, quantitative, and fundamental analysis. It may also write put and call options on individual securities for hedging purposes, and may use spreads, straddles, and collars.

WebsiteN/A
CountryUnited States of America
ExchangeCBOE
Trades inUSD
Current price
25.10 USD+0.92%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.75%
Fund assets
83.12M USD (all share classes)
Issuer
Horizon Funds
Inception date
Aug 12, 2026
Number of holdings
58

Breakdown

Holdings (58)

NameTickerWeight
NVIDIA CorpNVDA9.25%
Alphabet IncGOOG7.93%
Microsoft CorpMSFT7.38%
Amazon.com Inc5.89%
Broadcom IncAVGO4.18%
Micron Technology IncMU3.08%
Costco Wholesale CorpCOST2.65%
Palantir Technologies IncPLTR2.32%
UnitedHealth Group IncUNH2.26%
Eli Lilly & CoLLY2.09%
and 45 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Horizon Funds - Horizon Expansion Leaders ETF (EXPN)

EXPN · CBOE
25.10 USD+0.92%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.75%
Fund assets
83.12M USD (all share classes)
Issuer
Horizon Funds
Inception date
Aug 12, 2026
Number of holdings
58
Breakdown
Holdings (58)
NameTickerWeight
NVIDIA CorpNVDA9.25%
Alphabet IncGOOG7.93%
Microsoft CorpMSFT7.38%
Amazon.com Inc5.89%
Broadcom IncAVGO4.18%
Micron Technology IncMU3.08%
Costco Wholesale CorpCOST2.65%
Palantir Technologies IncPLTR2.32%
UnitedHealth Group IncUNH2.26%
Eli Lilly & CoLLY2.09%
and 45 more
ETF overview

EXPN targets investments believed to benefit from an expansionary economic environment known as expansion leaders. It actively invests in US large-cap companies through an equity strategy combined with a commodity-linked options overlay strategy. The equity strategy targets common stocks, ADRs, REITs, and ETFs, focusing on companies with high correlation to inflationary economic environments, solid fundamental growth, and improving operating margin trends. The options overlay, on the other hand, provide commodity-linked return exposure, through purchasing and/or selling FLEX and OTC options, to generate income or directional exposure. It does not invest directly in physical commodities or futures. The fund employs a multi-disciplinary approach, combining active management with economic, quantitative, and fundamental analysis. It may also write put and call options on individual securities for hedging purposes, and may use spreads, straddles, and collars.

CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

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