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SFTX
+0.22 · +0.83%
$27.24 · NYSE ARCA

Horizon Funds (SFTX) ETF Analysis | Tactical Allocation

Horizon Investments · USA
AUM:$420.1M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

SFTX returned +0.0% over the past year, broadly in line with flat market conditions.

What is SFTX?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by utilizing two primary strategies: (1) the Equity Strategy, and (2) the Risk Assist® Strategy. The fund invests primarily in equity securities of non-U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
SFTX returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 35.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$420.1M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateDec 2025
Domicile–
Distribution–
Index–
ProviderHorizon Investments
Beta–
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.8%
1Y
+23.8%
3Y
+23.8%
5Y
+23.8%
OpenBook InsightIf you had invested £10,000 in SFTX 5 years ago, it would have grown to £12,378 — a gain of £2,378.

Annual Returns

Calendar year performance

SFTX delivered positive returns in 2 of the last 2 calendar years.
YearSFTX
2026 YTD+19.3%
2025+1.6%
2/2 positive yearsAvg return: +10.5%Worst year: +1.6% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
16.9%
Low
Momentum
+5.6%
30-day change
Support Level
30.36
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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