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Upturn AI Summary
Horizon Landmark ETF(BENJ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BENJ
10/14/2026: BENJ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The Horizon Landmark ETF (BENJ) is an actively managed fund that provides exposure to U.S. equities selected through a research-intensive process focusing on durable competitive advantages. Its primary strengths include a conviction-based, contrarian investment strategy managed by experienced professionals, aiming for long-term capital appreciation. It serves best as a satellite holding for investors seeking differentiated returns rather than benchmark replication. Investors should be aware of risks including higher expense ratios, lower liquidity, and potential performance tracking error relative to broad market indices. It is best suited for long-term, fundamental-focused investors who value active management over low-cost passive tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it seeks long-term capital appreciation, it does not fit the typical profile of high-growth technology-heavy funds. |
| Momentum investor | Weak fit | The fund’s strategy is based on fundamental value rather than following recent price trends or momentum signals. |
| Value investor | Strong fit | Its core philosophy of identifying undervalued companies makes it a natural fit for value-oriented portfolios. |
| Dividend/Income investor | Mixed fit | The fund focuses more on capital appreciation than generating high current dividend yields. |
| Low-risk investor | Weak fit | Active management and concentration in specific picks can lead to higher volatility than diversified index funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in active, research-based stock selection and is looking for a long-term equity holding to complement a core passive portfolio.
Suitability
Best suited for long-term investors comfortable with the risks of active management who seek potential outperformance over long time horizons.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active strategies often result in higher tracking error relative to broad benchmarks. |
| Market risk | Medium / high | The fund remains exposed to systematic market downturns affecting all equity holdings. |
| Concentration | Medium | A focused portfolio means the underperformance of top holdings can significantly impact fund results. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, requiring consistent alpha to justify costs. |
| Liquidity | Medium | Lower trading volumes may lead to higher transaction costs for short-term traders. |
| Business/sector quality | Low | The fund's focus on high-quality businesses mitigates concerns about poor company fundamentals. |
Risk Analysis
Volatility
BENJ displays moderate to high volatility typical of active, non-indexed equity portfolios that deviate from sector-neutral weightings.
Market Risk
As an equity fund, it is primarily exposed to market downturns, economic recessions, and sector-specific shocks that impact company valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 65 | These represent established companies with significant market presence and stable cash flows. |
| Market capitalization | Mid-Cap Equities | 25 | Mid-cap holdings offer growth potential while maintaining a higher degree of stability than small-caps. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Provides liquidity for tactical adjustments and capital preservation during market downturns. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 4.57% | Avg. Invested days 303 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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