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Horizon Funds Horizon Managed Risk ETF

SFTY

BATS
$31.700.36% (-0.11)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

US ETF

Tactical Allocation

Multi- Asset ETF

Invests in tactical allocation segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.77%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$796.35M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

0%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

19.87
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

17.36

ETF Profile

Peers

Peers

Exp. Ratio
0.85%
0.85%
PE
16.51
16.51
1Y Return
11.92%
11.92%
Exp. Ratio
PE
12.23
12.23
1Y Return
25.07%
25.07%
Exp. Ratio
4.6%
4.6%
PE
18.91
18.91
1Y Return
2.39%
2.39%
Exp. Ratio
0.5%
0.5%
PE
15.60
15.60
1Y Return
10.73%
10.73%
Exp. Ratio
0.42%
0.42%
PE
15.06
15.06
1Y Return
15.76%
15.76%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFTactical Allocation
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Horizon Funds Horizon Managed Risk ETF $796.35M0.77%19.39%
State Street® Bridgewater® All Weather® ETF$1.80B0.85%11.92%
Horizon International Managed Risk ETF$779.38M-25.07%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • NVIDIA Corporation
    Sector: Technology
    Holdings6.87 %
    NVIDIA Corporation
    NVDA

    Holdings

    6.87 %

    Technology
  • Apple Inc.
    Sector: Technology
    Holdings6.55 %
    Apple Inc.
    AAPL

    Holdings

    6.55 %

    Technology
  • Roundhill BIG Tech ETF
    Holdings6.50 %
    Roundhill BIG Tech ETF
    BIGT

    Holdings

    6.50 %

  • Microsoft Corporation
    Sector: Technology
    Holdings5.30 %
    Microsoft Corporation
    MSFT

    Holdings

    5.30 %

    Technology
  • Alphabet Inc Class A
    Sector: Communication Services
    Holdings5.26 %
    Alphabet Inc Class A
    GOOGL

    Holdings

    5.26 %

    Communication Services
  • Broadcom Inc
    Sector: Technology
    Holdings2.67 %
    Broadcom Inc
    AVGO

    Holdings

    2.67 %

    Technology
  • Berkshire Hathaway Inc
    Sector: Financial Services
    Holdings2.54 %
    Berkshire Hathaway Inc
    BRK.B

    Holdings

    2.54 %

    Financial Services
  • Micron Technology Inc
    Sector: Technology
    Holdings2.33 %
    Micron Technology Inc
    MU

    Holdings

    2.33 %

    Technology
  • Eli Lilly and Company
    Sector: Healthcare
    Holdings1.97 %
    Eli Lilly and Company
    LLY

    Holdings

    1.97 %

    Healthcare
  • Amazon.com Inc
    Sector: Consumer Cyclical
    Holdings1.88 %
    Amazon.com Inc
    AMZN

    Holdings

    1.88 %

    Consumer Cyclical

Frequently asked questions

Frequently asked questions

  1. Horizon Funds Horizon Managed Risk ETF (SFTY) is currently trading at $31.70. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Horizon Funds Horizon Managed Risk ETF (SFTY) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Horizon Funds Horizon Managed Risk ETF (SFTY) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Horizon Funds Horizon Managed Risk ETF (SFTY) is 0.77%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Horizon Funds Horizon Managed Risk ETF (SFTY)’s top holdings currently include NVIDIA Corporation, Apple Inc., and Roundhill BIG Tech ETF. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Horizon Funds Horizon Managed Risk ETF (SFTY) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Horizon Funds Horizon Managed Risk ETF (SFTY) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Horizon Funds Horizon Managed Risk ETF (SFTY), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Horizon Funds Horizon Managed Risk ETF (SFTY)’s current assets under management (AUM) are $796.35M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Horizon Funds Horizon Managed Risk ETF (SFTY)’s price-to-earnings (P/E) ratio is 19.87. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Horizon Funds Horizon Managed Risk ETF (SFTY) with State Street® Bridgewater® All Weather® ETF (ALLW), Horizon International Managed Risk ETF (SFTX), and Amplify High Income ETF (YYY) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Horizon Funds Horizon Managed Risk ETF (SFTY)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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