Horizon Investments Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.35-3.803.2416.891.39
    Category Average3.37-2.676.6013.35-0.06
    Assets for Each Yr*0.560.760.881.041.35
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.39 5.61 6.67

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,346 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 2.73 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 19.94 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Duke Energy Corp* Utilities -2.03 0.09
    Automatic Data Processing Inc* Industrials 18.32 0.08
    Brixmor Property Group Inc* RealEstate -2.55 0.08
    DDR Corp* RealEstate 5.41 0.08
    Exxon Mobil Corp* Energy 1.51 0.08
    International Business Machines * Technology -2.90 0.08
    Republic Services Inc Class A* Industrials 4.76 0.08
    Union Pacific Corp* Industrials 5.44 0.08
    3M Co* Industrials -13.37 0.07
    Exelon Corp* Utilities 9.31 0.06
    Macy's Inc* Consumer Cyclical 47.46 0.06
    Federated Investors Inc Class B* Financial Services -33.90 0.05
    JM Smucker Co* Consumer Defensive -9.35 0.05
    MSC Industrial Direct Co Inc Cla* Industrials -13.67 0.05
    Procter & Gamble Co* Consumer Defensive -12.15 0.05
    Pinnacle West Capital Corp* Utilities -4.27 0.04
    Schlumberger Ltd* Energy 2.51 0.04
    CMS Energy Corp* Utilities 2.67 0.03
    Kellogg Co* Consumer Defensive 6.28 0.03
    Signet Jewelers Ltd* Consumer Cyclical 4.01 0.03

    Best 5-Year Relative Performance | More
    07-13-18

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

    Worst 5-Year Relative Performance | More
    07-13-18

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

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 4.00
    Horizon Active Incom Scott E. Ladner 3.30
    Horizon Active Risk Scott E. Ladner 1.50
    Horizon Active Divid Ronald B. Saba 0.90

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 0.90
    Horizon Active Risk Scott E. Ladner 1.50
    Horizon Active Incom Scott E. Ladner 3.30
    Horizon Active Asset Ronald B. Saba 4.00