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Horizon Funds - Horizon Managed Risk ETF (SFTY)

ETF overview

SFTY seeks to capture gains in the US large-cap equity market while limiting downside risk through its proprietary Risk Assist strategy. The strategy adjusts based on market conditions, participation in equities during bull markets, downside mitigation in stress markets, and enhanced returns via tactical options strategies. Stock selection blends economic, quantitative, and fundamental analysis, targeting securities with the highest expected return relative to risk. However, assets may reallocate partially or entirely into US Treasury and cash equivalents during rising volatility. The fund uses FLEX options, primarily put spreads in stable or rising markets to generate income and hedge against market declines. The options strategy may increase volatility and lag in downturns, though losses are capped through purchased puts. The fund may also use single-stock options, covered calls, cash-secured puts, spreads, straddles, collars, and naked options.

CountryUnited States of America
ExchangeCBOE
Trades inUSD
Current price
32.12 USD+0.47%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.77%
Fund assets
813.53M USD (all share classes)
Issuer
Horizon Funds
Inception date
Jun 25, 2025
Number of holdings
168

Breakdown

Holdings (168)

NameTickerWeight
Apple Inc6.89%
Roundhill Magnificent Seven ETFMAGS6.62%
NVIDIA CorpNVDA6.48%
Microsoft CorpMSFT5.52%
Alphabet IncGOOGL5.26%
Berkshire Hathaway Inc2.68%
Broadcom IncAVGO2.47%
Micron Technology IncMU2.16%
Eli Lilly & CoLLY2.14%
Meta Platforms IncMETA2.00%
and 155 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 Managed Risk ETF (SFTY)

SFTY · CBOE
32.12 USD+0.47%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.77%
Fund assets
813.53M USD (all share classes)
Issuer
Horizon Funds
Inception date
Jun 25, 2025
Number of holdings
168
Breakdown
Holdings (168)
NameTickerWeight
Apple Inc6.89%
Roundhill Magnificent Seven ETFMAGS6.62%
NVIDIA CorpNVDA6.48%
Microsoft CorpMSFT5.52%
Alphabet IncGOOGL5.26%
Berkshire Hathaway Inc2.68%
Broadcom IncAVGO2.47%
Micron Technology IncMU2.16%
Eli Lilly & CoLLY2.14%
Meta Platforms IncMETA2.00%
and 155 more
ETF overview

SFTY seeks to capture gains in the US large-cap equity market while limiting downside risk through its proprietary Risk Assist strategy. The strategy adjusts based on market conditions, participation in equities during bull markets, downside mitigation in stress markets, and enhanced returns via tactical options strategies. Stock selection blends economic, quantitative, and fundamental analysis, targeting securities with the highest expected return relative to risk. However, assets may reallocate partially or entirely into US Treasury and cash equivalents during rising volatility. The fund uses FLEX options, primarily put spreads in stable or rising markets to generate income and hedge against market declines. The options strategy may increase volatility and lag in downturns, though losses are capped through purchased puts. The fund may also use single-stock options, covered calls, cash-secured puts, spreads, straddles, collars, and naked options.

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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