Morningstar

Horizon Kinetics ETFs

View all of Horizon Kinetics’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Expense Ratio and Morningstar Category.

Horizon Kinetics ETFs List

1 to 7 of 7 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Horizon Kinetics Inflation Beneficiaries ETFINFLGlobal Small/Mid Stock
14.20%320.850%
Horizon Kinetics Energy Remediation ETFNVIREquity Energy
18.18%860.850%
Horizon Kinetics SPAC Active ETFSPAQFinancial—1.79%410.850%
Horizon Kinetics Medical ETFMEDXHealth
4.20%690.850%
Horizon Kinetics Japan Owner Operator ETFJAPNJapan Stock—
−0.65%1000.850%
Horizon Kinetics Blockchain Development ETFBCDFDigital Assets—
6.40%80.850%
Horizon Kinetics Texas ETFTEXXEquity Energy—
——0.850%

Horizon Kinetics ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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