Horizon Adds Three ETFs to Its Growing Lineup of Solutions Tailored to Today's Modern Financial Advisor
'These new funds are designed to help advisors tackle three portfolio challenges: generating income, mitigating risk, and building a stronger core,' said Horizon's Head of ETFs Clark Allen.
The funds join the two ETFs the firm introduced in January and represent the latest advancement to the ways in which Horizon can deliver its goals-based approaches to financial advisors and their clients.
Joining the Horizon ETF solutions lineup today are:
Horizon Core Equity ETF (STOX): Built around a multi-factor active process, the strategy seeks to achieve higher overall volatility than the broad equity market. It aims to enhance total return potential through the tactical use of put spreads, which may help boost income and reshape the portfolio's risk exposure.
Horizon Dividend Income ETF (DIVN): Uses rigorous qualitative and quantitative analysis to identify companies with a history of stable and growing dividends, aiming to provide current income and long-term capital appreciation opportunities.
Horizon Managed Risk ETF (SFTY): Dynamically adjusts its market exposure based on real-time volatility signals, seeking to deliver reduced volatility during turbulent markets while maintaining opportunities for meaningful upside participation. SFTY seeks to achieve its objectives through the use of Horizon's proprietary Risk Assist® process, a rules-based risk management process that involves daily evaluation of market conditions and reduces equity exposure during periods of elevated volatility.
'At Horizon, everything we do is viewed through the lens of how we can empower financial advisors to help their clients reach their financial goals. In conversations with our advisor clients, it became clear there was a gap among tactical approaches to navigating today's complicated markets,' said John Drahzal, President & CEO of Horizon. 'We're thrilled to be bringing these ETFs to market as we continue our efforts to build out that set and to give advisors a more complete range of choices, not just in product strategies but in product wrappers as well.'
'These new funds are designed to help advisors tackle three portfolio challenges: generating income, mitigating risk, and building a stronger core,' said Horizon's Head of ETFs Clark Allen, CFA ®, CPA, CAIA ®. 'STOX, DIVN, and STFY will play a major role in our ongoing model portfolio efforts and are also now available as standalone solutions for those advisors who take a more bespoke approach to their clients' investments. Every advisor is different, just like every client's journey is different. What they all deserve are the strongest possible building blocks to help make their plans and goals a reality. We're excited to be launching these funds today and for all we have planned on this front in the weeks and months to come.'
Horizon's team of experts publishes regular commentary for advisors and clients on market moves and other trends of note, which can be seen on our Insights page.
About Horizon
Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.
Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit https://horizonmutualfunds.com/index.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please click here. or call 866-371-2399. Please read the prospectus carefully before investing.
Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund's investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses.
Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.
Horizon ETFs are distributed by Quasar Distributors, LLC.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
32 minutes ago
- Yahoo
Penguin Solutions Completes Redomiciliation to the United States
MILPITAS, Calif., June 30, 2025--(BUSINESS WIRE)--Penguin Solutions, Inc., a Delaware corporation (Nasdaq: PENG) ("Penguin Solutions" or the "Company") today announced the completion of the redomiciliation process to change the parent company of the Penguin Solutions group of companies from a Cayman Islands company to a Delaware corporation. The redomiciliation was accomplished by way of a Cayman Islands Scheme of Arrangement and was approved by an overwhelming majority of Penguin Solutions' shareholders at a Scheme Meeting held on June 16, 2025. The Grand Court of the Cayman Islands sanctioned the Scheme on June 25, 2025, and on the same date, the Scheme of Arrangement became effective in accordance with its terms upon the delivery of the Sanction Order to the Cayman Islands Registrar of Companies. The redomiciliation was completed following the close of trading on June 30, 2025. At completion, all issued ordinary shares and preferred shares of Penguin Solutions, Inc., a Cayman Islands exempted company ("Penguin Solutions Cayman"), were exchanged on a one-for-one basis for newly issued shares of common stock and shares of preferred stock, respectively, of the Company. The former shareholders of Penguin Solutions Cayman are now the stockholders of the Company, which is the parent company of the Penguin Solutions group of companies. The common stock of the Company will begin trading on the Nasdaq Global Select Market on July 1, 2025, with its trading symbol of "PENG" remaining unchanged. The Company does not anticipate any material impact to its employees or its day-to-day business as a result of the completion of the redomiciliation. For more information on the redomiciliation of the Company, please refer to a copy of the Sanction Order issued by the Grand Court of the Cayman Islands which approved the redomiciliation, available under the Governance section of our Investor Relations website. About Penguin Solutions The most exciting technological advancements are also the most challenging for companies to adopt. At Penguin Solutions, we support our customers in achieving their ambitions across our Advanced Computing, Integrated Memory, and Optimized LED business segments. With our expert skills, experience, and partnerships, we turn our customers' most complex challenges into compelling opportunities. For more information, visit View source version on Contacts Investor Contact Suzanne SchmidtInvestor Relations(510) 360-8596ir@ PR Contact Maureen O'LearyPenguin Solutions Corporate Communications(602) 330-6846pr@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Fast Company
2 hours ago
- Fast Company
AI could be science's strongest ally
Across the U.S. and parts of Europe, science funding is in crisis. In the U.S., a planned $18 billion worth of cuts to federal research have already halted trials, triggered mass layoffs, and shut down entire programs. Europe isn't immune either, with Horizon, Europe's flagship funding program for research and innovation, also facing rollbacks. These cuts are stretching researchers thin and slowing down innovation when we need it most. Breakthroughs in cancer, rare diseases, and drug development require time, space, and the freedom to explore. Instead, scientists are burning out and many are even walking away, with a recent Nature survey showing that 75% of U.S.-based researchers are considering relocation. With China ramping up investment in AI, the U.S. and Europe risk falling behind just as science enters its most exciting era. Agentic AI could ease the burden Scientific research is slow and expensive, not because of a lack of ideas, but because the tools haven't kept up. Knowledge is buried in siloed papers, scattered datasets, and disconnected systems, and pulling it all together takes time, money, and a lot of manual effort, slowing down even the most promising discoveries. This is where AI comes in as a true lab partner. Unlike the AI systems most of us are familiar with, agentic AI can plan and carry out tasks, all from a single prompt. Scientists can access a suite of agents that will handle the repetitive work that eats up their time, like writing reports, reviewing literature, or designing and running early-stage experiments in the lab. Tech companies and academic researchers are already starting to develop agentic AI to help achieve this. Owkin's K Navigator, Google's AI co-scientist, and Stanford's Biomni reflect a growing shift towards the adoption of agentic co-pilots that let scientists engage with their data as naturally as they would with a colleague. K Navigator is already showing that it can boost productivity by up to 20 times, giving researchers the freedom to focus on making breakthroughs. K Navigator exclusively accesses and analyses spatial multiomic data from MOSAIC Window, a subset of the largest spatial omics dataset in oncology. This allows researchers to better understand how different cells work together in the tumor micro-environment and advance vital cancer research. Agentic AI can help researchers shape hypotheses, work with complex data, and uncover insights, without needing a data science team to guide every step. This kind of acceleration will not only help researchers meet deadlines, but also open up scientific questions that might otherwise go unexplored. We hear this need from researchers every day. Many feel compelled to maintain the same high standards and deliver more data, more trials, and more publications, with fewer resources. In cancer centers and university labs alike, time is the scarcest resource. Agentic AI, embedded into real workflows, can effectively remove some of the friction that slows science down. More time on what matters AI agents won't replace critical thinking or peer review. But with the right safeguards and design (e.g. accurate source referencing and intuitive data visualization), they can help scientists spend less time on admin and more time on what really matters to advance treatments and diagnostics for patients. Because if we can't increase budgets, we need to increase impact. That means giving scientists the tools to do more with less, without burning them out or holding them back. Now is the moment to get this right, otherwise, the cost of underfunding science won't just be slower progress. It'll be lost cures, missed breakthroughs, and a generation of researchers who walk away.
Business Wire
2 hours ago
- Business Wire
Swisslog Healthcare Welcomes New Global Head of People & Organization
BROOMFIELD, Colo.--(BUSINESS WIRE)-- Swisslog Healthcare, a leading supplier in transport and pharmacy automation solutions, appoints Sarah Stary as the new Global Head of People & Organization. Stary brings over 18 years of global experience in human resources strategy, organizational development, and culture transformation to the role. In her new role, Stary will develop and execute people-centric strategies that support business growth, enhance organizational effectiveness, and drive a culture of engagement and inclusion. She will leverage her extensive experience in executive consulting, talent management, and leadership development to strengthen Swisslog Healthcare's workforce. "Swisslog Healthcare's mission to shape the future of healthcare automation aligns with my passion for developing high-performing teams," said Sarah Stary, Global Head of People & Organization at Swisslog Healthcare. "My focus will be on creating an environment where our talented workforce can innovate and deliver exceptional value to our customers and patients worldwide." 'I am excited to welcome Sarah on board. Her proven track record of building high-performing teams and cultures in global organizations combined with her strategic mindset, will be invaluable to our organization as we continue to grow and evolve. We look forward to her leadership in shaping our people strategy for the future,' said Cory Kwarta, CEO of Swisslog Healthcare. Prior to joining Swisslog Healthcare, Stary served as Human Resources Director EMEA at Trina Solar AG, where she led strategic HR initiatives across Europe, the Middle East, and Africa. She successfully managed mergers & acquisitions integrations, HR system implementations, and compliance management, aligning with global business objectives. Stary holds an Executive MBA from IE Business School, a Master's in Strategic HR Management from Bocconi University, and certifications in Coaching and Organizational Effectiveness from the University of Cambridge. Sarah is multi-lingual as she is fluent in German, English, and Spanish, and has intermediate skills in French, Mandarin, and some basic Italian. About Swisslog Healthcare: Swisslog Healthcare provides pharmacy workflow automations through robotic solutions and operational technology that enable hospitals and health systems to assist providers in treating patients across the continuum of care. Integrating transport and pharmacy automation, value-added services, and intelligent software, Swisslog Healthcare enables healthcare providers to respond to patients' needs quickly and with greater accuracy. The company minimizes many sources of operational waste, so providers achieve higher levels of productivity to impact the well-being of patients in positive ways. For more information, visit
