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SMOX ETF · Horizon Small/Mid Cap Core Equity ETF
The SMOX Exchange Traded Fund (ETF) is provided by Horizon Investments. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
Last update Yesterday at 1:30 PM UTC
LIVE
CLOSED
This fund is part ofOptions Strategies1M perf.-0.84%
Last price
$26.75
1M perf.
-3.13%
1M flows
-€7.1M
AuM
€47M
E/R
0.75%
Rating
Not rated
ESG Consensus®
SMOX
$26.75
Performance & flows
December 10, 2025 → March 10, 2026
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SMOX
$26.81
+5.33%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -3.13% | +5.33% | N/A | N/A | N/A | -3.61% | +6.57% | +6.57% | |
| Flows |
Key fund info
This ETF's jurisdiction country is not in your region (Europe and Middle East) ·
Main characteristics
More details
NAV
3/10/2026
$26.81
1D NAV change
-0.17%
Dividend policy
No. of holdings
286
Inception date
12/3/2025
Jurisdiction
United States
Distribution
United States
Legal structure
Open-end Fund
Base currency
USD
Dividend distribution
Trailing 12-month distr. yield
Distribution frequency
Last distribution
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Classification
Investment strategy
The Small/Mid Cap Core Equity Fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing primarily in equity securities of U.S. small- and mid-capitalization companies, including common stocks and Real Estate Investment Trusts (REITs).
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +5.33% | N/A | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
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Countries
USA
92.93%
Bermuda
1.92%
Ireland
1.43%
United Kingdom
1.12%
Unavailable
0.74%
Other
1.86%
Sectors
Industrials
18.56%
Financials
15.32%
Information Technology
12.99%
Consumer Discretionary
11.56%
Health Care
9.36%
Real Estate
6.74%
Materials
5.80%
Energy
4.56%
Unavailable
7.62%
Other
7.49%
Diversification
Total weight of top 15 holdings out of 286
Top 15 holdings
Data as of January 31, 2026
US80004C2008
COMFORT SYSTEMS USA
CIENA
CURTISS WRIGHT
CASEYS GENERAL STORES
UTD THERAPEUT
TECHNIPFMC PLC
FLEX LTD
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JONES LANG LASALLE
US19247G1076
US0357108390
MUELLER INDUSTRIES
NEW YORK TIMES
ROYAL GOLD
ATI INC
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
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Integrates ESG criteria
No
SDG
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Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
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Horizon Investments
Horizon Investments ID Card
Number of funds
12
Total AuM
€1.61B
Expense ratio range
0.4% - 0.85%
Average expense ratio
0.7325%
Top 5 funds by Horizon Investments
| AuM | ||
|---|---|---|
SFTX | Horizon International Managed Risk ETF | €339M |
SFTY | Horizon Managed Risk ETF | €296M |
BENJ | Horizon Landmark ETF | €191M |
BNDY | Horizon Core Bond ETF | €163M |
DIVN | Horizon Dividend Income ETF | €121M |
Frequently asked questions about SMOX
What does Horizon Small/Mid Cap Core Equity ETF, SMOX, invest in?
SMOX is a Active ETF. This ETF provides exposure to Mid and Small-Cap US Equities.
What is the Total Expense ratio (TER) of SMOX?
SMOX carries a total expense ratio (TER) of 0.75%, indicating the annual cost for holding the fund.
When was SMOX launched?
SMOX was introduced to the market on December 3, 2025. It trades on United States
Who is the ETF issuer of SMOX?
Horizon Small/Mid Cap Core Equity ETF, SMOX, is provided by Horizon Investments. Learn more about Horizon Investments here.
What is the current assets under management (AUM) of SMOX?
SMOX oversees €47M in assets as of March 10, 2026.
How has SMOX performed lately?
Based on data from March 10, 2026, SMOX returned -3.13% over the past month, 5.33% over the last three months and 6.57% year-to-date.
What are the latest inflows or outflows for SMOX?
As of March 10, 2026, SMOX recorded net flows of -€7M over the last month and -€938K year-to-date.
Does SMOX distribute dividends?
SMOX follows a distributing dividend policy, meaning it pays out income to investors.
What are the main country or region exposures of SMOX?
As of January 31, 2026, SMOX has significant geographic allocations in USA, Bermuda and Ireland.
In which sector or theme does SMOX invest in?
As of January 31, 2026, SMOX focuses largely on Industrials, Financials and Information Technology.
How many securities does SMOX hold and how diversified is it?
As of January 31, 2026, SMOX holds 286 positions in its portfolio, with 16.62% of assets concentrated in its top 15 holdings.
What are the main positions in SMOX?
As of January 31, 2026, SMOX top three holdings include US80004C2008, COMFORT SYSTEMS USA and CIENA.
What is the base currency of SMOX?
The base currency of SMOX is USD.
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