Horizon Investments Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-3.803.2416.89-7.213.62
    Category Average-3.127.4113.88-7.607.23
    Assets for Each Yr*0.760.881.041.591.85
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.62 4.86 2.98

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,848 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 6.19 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 14.69 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    The Home Depot Inc* Consumer Cyclical 19.35 0.17
    Macy's Inc* Consumer Cyclical -24.36 0.13
    DowDuPont Inc* Basic Materials -9.22 0.11
    Broadcom Inc* Technology 11.79 0.07
    Xerox Corp* Technology 79.25 0.04
    Brighthouse Financial Inc* Financial Services 26.18 0.03
    Mattel Inc* Consumer Cyclical 17.42 0.03
    Quanta Services Inc* Industrials 26.21 0.03
    Alliance Data Systems Corp* Financial Services -5.62 0.02
    Discovery Inc Class A* Consumer Cyclical 20.82 0.02
    Foot Locker Inc* Consumer Cyclical -17.72 0.02
    Fortune Brands Home & Security I* Consumer Cyclical 41.17 0.02
    Goodyear Tire & Rubber Co* Consumer Cyclical -25.38 0.02
    H&R Block Inc* Consumer Cyclical 13.05 0.02
    Helmerich & Payne Inc* Energy 7.78 0.02
    Invesco Ltd* Financial Services 26.64 0.02
    Leggett & Platt Inc* Consumer Cyclical 7.56 0.02
    PVH Corp* Consumer Cyclical -3.38 0.02
    Autodesk Inc* Technology 26.21 0.01
    Alexandria Real Estate Equities * RealEstate 33.40 0.01

    Best 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 14 --
    Horizon Active Income Invest 98 --

    Worst 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 98 --
    Horizon Active Asset Allocat 14 --

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 5.00
    Horizon Active Incom Scott E. Ladner 4.20
    Horizon Active Risk Scott E. Ladner 2.40
    Horizon Active Divid Ronald B. Saba 1.80

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.80
    Horizon Active Risk Scott E. Ladner 2.40
    Horizon Active Incom Scott E. Ladner 4.20
    Horizon Active Asset Ronald B. Saba 5.00