Horizon Investments Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 24.7 5.4 -3.8 3.2 12.5
Category Average 7.6 3.4 -2.7 6.6 9.6
Assets for Each Yr* 0.3 0.6 0.8 0.9 1.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 12.50 4.56 8.14

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,038 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- 2.48 --- ---
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond 1.0 20.06 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 7.2
Stocks 67.1
Bonds 21.0
Other 4.8
Annual Turnover % 414
% Assets in Top 10 0.1
 
Sector Breakdown (% of stocks) 
Sensitive 41.2
Communication Services 4.4
Energy 4.3
Industrials 10.2
Technology 22.3
Cyclical 34.5
Basic Materials 4.6
Consumer Cyclical 11.6
Financial Services 15.6
Real Estate 2.7
Defensive 24.3
Consumer Defensives 7.5
Healthcare 14.1
Utilities 2.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  CSRA Inc* Technology -0.50 0.02
  Teradata Corp Technology 22.23 0.02
  FLIR Systems Inc Technology 19.45 0.02
  Acuity Brands Inc Technology -29.43 0.01
  Bed Bath & Beyond Inc* Consumer Cyclical -46.72 0.01
  Akamai Technologies Inc* Technology -23.88 0.01
  Chesapeake Energy Corp Energy -44.73 0.01
  Envision Healthcare Corp Healthcare -35.63 0.01
  H&R Block Inc Consumer Cyclical 12.66 0.01
  Iron Mountain Inc* Industrials 27.80 0.01
  Juniper Networks Inc* Technology -7.57 0.01
  Kohl's Corp* Consumer Cyclical -11.32 0.01
  Macerich Co* RealEstate -14.89 0.01
  NRG Energy Inc* Utilities 113.30 0.01
  Navient Corp Financial Services -26.35 0.01
  NiSource Inc* Utilities 22.52 0.01
  Nordstrom Inc* Consumer Cyclical -8.70 0.01
  PulteGroup Inc* Consumer Cyclical 48.75 0.01
  Quanta Services Inc Industrials 7.00 0.01
  Signet Jewelers Ltd* Consumer Cyclical -35.40 0.01
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Best 5-Year Relative Performance | More
10-13-17

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

Worst 5-Year Relative Performance | More
10-13-17

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

Lowest Expenses | More
10-13-17

Highest Expenses | More
10-13-17

Longest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Horizon Active Asset Allocation Investor Robbie J. Cannon 5
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
10-13-17

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 5
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