Horizon Investments Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.35-3.803.2416.89-1.99
    Category Average3.37-2.676.6013.35-3.04
    Assets for Each Yr*0.560.760.881.041.52
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.99 5.00 4.24

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,516 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 3.00 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 18.56 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    L Brands Inc* Consumer Cyclical -35.80 0.10
    JM Smucker Co* Consumer Defensive -6.44 0.09
    Allergan PLC* Healthcare 1.19 0.08
    Conagra Brands Inc* Consumer Defensive -4.33 0.08
    Chevron Corp* Energy -5.18 0.07
    H&R Block Inc* Consumer Cyclical 10.11 0.07
    Johnson Controls International P* Industrials -6.69 0.07
    General Mills Inc* Consumer Defensive -19.99 0.06
    Ventas Inc* RealEstate 5.02 0.06
    WestRock Co A* Consumer Cyclical -25.53 0.06
    Procter & Gamble Co* Consumer Defensive 4.82 0.05
    Ryman Hospitality Properties Inc* RealEstate 12.18 0.05
    Citigroup Inc* Financial Services -10.87 0.05
    Chesapeake Lodging Trust* RealEstate 13.29 0.04
    National Health Investors Inc* RealEstate 4.05 0.04
    Omega Healthcare Investors Inc* RealEstate 34.39 0.04
    Camden Property Trust* RealEstate 3.23 0.04
    Xerox Corp* Technology -3.67 0.03
    Navient Corp* Financial Services -0.60 0.03
    SL Green Realty Corp* RealEstate -3.04 0.03

    Best 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 12 --
    Horizon Active Income Invest 99 --

    Worst 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 99 --
    Horizon Active Asset Allocat 12 --

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 4.40
    Horizon Active Incom Scott E. Ladner 3.60
    Horizon Active Risk Scott E. Ladner 1.80
    Horizon Active Divid Ronald B. Saba 1.30

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.30
    Horizon Active Risk Scott E. Ladner 1.80
    Horizon Active Incom Scott E. Ladner 3.60
    Horizon Active Asset Ronald B. Saba 4.40