Horizon Investments Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-3.803.2416.89-7.216.67
    Category Average-2.676.6013.35-7.418.08
    Assets for Each Yr*0.760.881.041.591.82
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 6.67 7.72 3.70

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,816 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 5.59 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 14.07 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Tiffany & Co* Consumer Cyclical 21.19 0.13
    Lockheed Martin Corp* Industrials 14.12 0.12
    Citigroup Inc* Financial Services 26.93 0.11
    MetLife Inc* Financial Services 10.72 0.11
    PNC Financial Services Group Inc* Financial Services 11.56 0.11
    Skyworks Solutions Inc* Technology 25.04 0.10
    Allergan PLC* Healthcare 15.85 0.09
    DowDuPont Inc* Basic Materials 3.70 0.09
    Intel Corp* Technology 16.10 0.09
    SunTrust Banks Inc* Financial Services 26.03 0.09
    Zions Bancorp NA* Financial Services 20.94 0.09
    Baker Hughes, a GE Co Class A* Energy 30.23 0.08
    CF Industries Holdings Inc* Basic Materials -2.57 0.08
    ONEOK Inc* Energy 28.21 0.08
    Broadcom Inc* Technology 17.71 0.07
    Brighthouse Financial Inc* Financial Services 31.66 0.02
    Stericycle Inc* Industrials 33.71 0.02
    Xerox Corp* Technology 61.34 0.02
    Ansys Inc* Technology 26.71 0.01
    Alexandria Real Estate Equities * RealEstate 21.22 0.01

    Best 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 9 --
    Horizon Active Income Invest 100 --

    Worst 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 100 --
    Horizon Active Asset Allocat 9 --

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 4.70
    Horizon Active Incom Scott E. Ladner 4.00
    Horizon Active Risk Scott E. Ladner 2.20
    Horizon Active Divid Ronald B. Saba 1.60

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.60
    Horizon Active Risk Scott E. Ladner 2.20
    Horizon Active Incom Scott E. Ladner 4.00
    Horizon Active Asset Ronald B. Saba 4.70