Horizon Investments Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return24.685.35-3.803.2416.06
    Category Average7.593.37-2.676.6012.37
    Assets for Each Yr*0.340.560.760.881.09
    *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 mil $2,500 0.00 100.00
    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.

    Top 20 US Holdings | Get Price Quotes
    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

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

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

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

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

    Lowest Expenses | More
    12-15-17

    Fund Name Expense Ratio Analyst Report  
    Horizon Active Income Invest 1.23 --
    Horizon Active Risk Assist® 1.42 --
    Horizon Active Asset Allocat 1.43 --

    Highest Expenses | More
    12-15-17

    Fund Name Expense Ratio Analyst Report  
    Horizon Active Asset Allocat 1.43 --
    Horizon Active Risk Assist® 1.42 --
    Horizon Active Income Invest 1.23 --

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Robbie J. Cannon 5.50
    Horizon Active Incom Robbie J. Cannon 4.20
    Horizon Active Risk Kevin W Blocker 3.30
    Horizon Active Divid Ronald B. Saba 1.00

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.00
    Horizon Active Risk Kevin W Blocker 3.30
    Horizon Active Incom Robbie J. Cannon 4.20
    Horizon Active Asset Robbie J. Cannon 5.50