Horizon Investments Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 24.7 5.4 -3.8 3.2 16.1
Category Average 7.6 3.4 -2.7 6.6 12.4
Assets for Each Yr* 0.3 0.6 0.8 0.9 1.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 16.06 4.64 9.06

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,088 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- 2.56 --- ---
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond 1.0 19.21 1.15 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 0
0 0 0
0 0 0
Asset Allocation %
Cash 3.8
Stocks 66.6
Bonds 23.7
Other 5.9
Annual Turnover % 418
% Assets in Top 10 0.1
 
Sector Breakdown (% of stocks) 
Sensitive 38.0
Communication Services 4.3
Energy 5.4
Industrials 11.1
Technology 17.2
Cyclical 39.3
Basic Materials 5.5
Consumer Cyclical 12.1
Financial Services 17.4
Real Estate 4.4
Defensive 22.7
Consumer Defensives 8.5
Healthcare 11.0
Utilities 3.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  CSRA Inc* Technology -4.43 0.02
  Teradata Corp Technology 41.96 0.02
  FLIR Systems Inc Technology 32.58 0.02
  Acuity Brands Inc Technology -27.94 0.01
  Bed Bath & Beyond Inc* Consumer Cyclical -42.93 0.01
  Akamai Technologies Inc* Technology -13.38 0.01
  Chesapeake Energy Corp Energy -50.00 0.01
  Envision Healthcare Corp Healthcare -45.81 0.01
  H&R Block Inc Consumer Cyclical 22.40 0.01
  Iron Mountain Inc* Industrials 22.90 0.01
  Juniper Networks Inc* Technology 1.91 0.01
  Kohl's Corp* Consumer Cyclical 8.44 0.01
  Macerich Co* RealEstate -3.51 0.01
  NRG Energy Inc* Utilities 125.29 0.01
  Navient Corp Financial Services -15.76 0.01
  NiSource Inc* Utilities 22.90 0.01
  Nordstrom Inc* Consumer Cyclical -2.00 0.01
  PulteGroup Inc* Consumer Cyclical 83.84 0.01
  Quanta Services Inc Industrials 8.24 0.01
  Signet Jewelers Ltd* Consumer Cyclical -41.71 0.01
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Best 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report
Horizon Active Asset Allocation Investor 6 ---

Worst 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report
Horizon Active Asset Allocation Investor 6 ---

Lowest Expenses | More
12-15-17

Highest Expenses | More
12-15-17

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Horizon Active Asset Allocation Investor Robbie J. Cannon 6
Horizon Active Income Investor Robbie J. Cannon 4
Horizon Active Risk Assist® Investor Kevin W Blocker 3
Horizon Active Dividend Investor Ronald B. Saba 1

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Horizon Active Dividend Investor Ronald B. Saba 1
Horizon Active Risk Assist® Investor Kevin W Blocker 3
Horizon Active Income Investor Robbie J. Cannon 4
Horizon Active Asset Allocation Investor Robbie J. Cannon 6
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