Horizon Investments Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-3.803.2416.89-7.219.32
    Category Average-3.127.4113.88-7.6012.93
    Assets for Each Yr*0.760.881.041.592.00
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.32 5.49 4.04

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,998 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 6.70 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 13.96 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Tapestry Inc* Consumer Cyclical -37.82 0.21
    Omnicom Group Inc* Consumer Cyclical 4.68 0.21
    Kohl's Corp* Consumer Cyclical -29.88 0.18
    MetLife Inc* Financial Services 11.76 0.17
    Gap Inc* Consumer Cyclical -31.49 0.15
    Macy's Inc* Consumer Cyclical -47.30 0.14
    First Horizon National Corp* Financial Services 18.54 0.14
    Cardinal Health Inc* Healthcare -1.91 0.11
    News Corp B* Consumer Cyclical 21.65 0.06
    TripAdvisor Inc* Consumer Cyclical -32.70 0.05
    Xerox Corp* Technology 43.12 0.04
    Keysight Technologies Inc* Technology 50.10 0.04
    Fluor Corp* Industrials -45.68 0.04
    Leggett & Platt Inc* Consumer Cyclical 5.02 0.03
    Cincinnati Financial Corp* Financial Services 41.24 0.03
    Harley-Davidson Inc* Consumer Cyclical -7.77 0.03
    CenturyLink Inc* Communication Services -22.71 0.03
    CarMax Inc* Consumer Cyclical 28.85 0.03
    Ball Corp* Consumer Cyclical 70.62 0.03
    Arthur J. Gallagher & Co* Financial Services 20.58 0.03

    Best 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 23 --
    Horizon Active Income Invest 98 --

    Worst 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 98 --
    Horizon Active Asset Allocat 23 --

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 5.10
    Horizon Active Incom Scott E. Ladner 4.40
    Horizon Active Risk Scott E. Ladner 2.60
    Horizon Active Divid Ronald B. Saba 2.00

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 2.00
    Horizon Active Risk Scott E. Ladner 2.60
    Horizon Active Incom Scott E. Ladner 4.40
    Horizon Active Asset Ronald B. Saba 5.10