HBTA

Horizon Expedition Plus ETF

$28.51
+0.00%
Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Horizon Expedition Plus ETF seeks to provide exposure to a diversified portfolio of alternative investment strategies, with the goal of generating positive returns in a variety of market environments.

Overview

ETF tracking Horizon Expedition Plus ETF

Category Other
Issuer Other
Inception Date 2025-01-23
Market Cap $114.6M
Average Volume N/A
Dividend Yield N/A
52-Week Range $18.71 - $29.50
VWAP $28.46

Performance

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Investment Summary

📎 Investment Objective

The Horizon Expedition Plus ETF seeks to provide exposure to a diversified portfolio of alternative investment strategies, with the goal of generating positive returns in a variety of market environments.

🎯 Investment Strategy

The ETF invests in a mix of alternative asset classes and strategies, such as managed futures, global macro, and multi-strategy funds, in an effort to achieve low correlation to traditional stock and bond markets. The fund's managers aim to tactically allocate assets to take advantage of changing market conditions.

✨ Key Features

  • Exposure to a diversified portfolio of alternative investment strategies
  • Potential for low correlation to traditional asset classes
  • Actively managed approach to asset allocation
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Exposure to alternative investment strategies, which may be more volatile and complex than traditional investments
  • Reliance on the fund manager's ability to effectively allocate assets and select underlying investments
  • Lack of performance history, as the fund is relatively new
  • Potential for lower liquidity compared to traditional stock and bond funds

👤 Best For

The Horizon Expedition Plus ETF may be suitable for investors seeking to diversify their portfolios and potentially generate positive returns in a variety of market environments. However, due to the fund's lack of performance history and exposure to alternative strategies, it may be most appropriate for experienced investors with a higher risk tolerance and a long-term investment horizon.