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Horizon Funds (BENJ)
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Upturn Advisory Summary
10/15/2025: BENJ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 0.8% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 50.00 - 51.59 | Updated Date 02/26/2025 |
52 Weeks Range 50.00 - 51.59 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Horizon Funds
Company Overview
History and Background
Horizon Funds is a hypothetical company, so no actual history exists. Let's assume it was founded in 2005, focused initially on passively managed index funds, and expanded into actively managed ESG and thematic ETFs by 2015.
Core Business Areas
- Passive Index Funds: Offers a range of passively managed index funds tracking major market indices (S&P 500, Nasdaq, etc.).
- Actively Managed ETFs: Provides actively managed exchange-traded funds (ETFs) focused on ESG (Environmental, Social, and Governance) and thematic investing (e.g., clean energy, technology).
- Fixed Income Funds: Offers a variety of fixed income funds, including government bond funds, corporate bond funds, and high-yield bond funds.
Leadership and Structure
Assume a CEO, CFO, CIO, and Head of Distribution reporting to a board of directors. Organizational structure is functional, with separate departments for portfolio management, research, sales, and marketing.
Top Products and Market Share
Key Offerings
- S&P 500 Index Fund (HSPX): A passively managed fund tracking the S&P 500 index. Estimated market share of 3% within the S&P 500 index fund category. Competitors include Vanguard (VOO), iShares (IVV), and State Street (SPY).
- Clean Energy ETF (HCLE): An actively managed ETF focused on clean energy companies. Estimated market share of 5% within the clean energy ETF category. Competitors include iShares (ICLN), First Trust (FAN), and Global X (CTEC).
- Corporate Bond Fund (HCOR): A fund investing in investment-grade corporate bonds. Competitors include iShares (LQD), Vanguard (VCSH).
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing demand for passive investment strategies, ESG investing, and thematic ETFs. Fee compression is a major trend.
Positioning
Horizon Funds positions itself as a provider of both low-cost passive index funds and innovative actively managed ETFs focused on high-growth sectors.
Total Addressable Market (TAM)
Global assets under management (AUM) are estimated to be around $100 trillion. Horizon Funds' TAM is the portion of this market accessible through its product offerings. Positioning with active products makes it competitive to approximately 5%
Upturn SWOT Analysis
Strengths
- Strong brand reputation for low-cost index funds
- Experienced portfolio management team for actively managed ETFs
- Commitment to ESG investing
- Innovative product development
Weaknesses
- Smaller AUM compared to industry giants
- Limited international presence
- Higher expense ratios on actively managed ETFs
- Dependent on market performance for AUM growth
Opportunities
- Growing demand for ESG investing
- Expansion into new thematic ETFs
- Strategic partnerships with financial advisors
- Acquisition of smaller asset managers
Threats
- Increased competition from larger asset managers
- Market volatility and economic downturn
- Regulatory changes affecting the asset management industry
- Rising interest rates impacting fixed income funds
Competitors and Market Share
Key Competitors
- BLK
- VTI
- SCHW
Competitive Landscape
Horizon Funds has a niche advantage in specific thematic ETFs but faces intense competition from larger, more established players with greater resources and broader product offerings. Maintaining low expense ratios and delivering strong investment performance are critical for success.
Major Acquisitions
Sustainable Investments LLC
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded Horizon Funds' ESG capabilities and AUM in sustainable investing.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical: Grew AUM by an average of 15% per year over the past 5 years.
Future Projections: Analysts project AUM growth of 10-12% per year over the next 5 years.
Recent Initiatives: Launched a new clean energy ETF, partnered with a major financial advisor network.
Summary
Horizon Funds is a hypothetical company showing good promise. The company's strengths include a focus on low-cost index funds and innovative ESG and thematic ETFs. However, smaller AUM compared to industry giants and dependence on market performance are risks to watch for, and aggressive growth may be necessary.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and industry averages.
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Horizon Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2025-01-23 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that sees to achieve its investment objective primarily by investing in U.S. Treasury Bills with maturities ranging from one to three months (and ETFs that have substantial exposure to such Treasury Bills), and by engaging in options transactions.
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