Horizon Investments Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.35-3.803.2416.890.65
    Category Average3.37-2.676.6013.35-1.04
    Assets for Each Yr*0.560.760.881.041.28
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.65 4.71 6.47

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,284 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 2.67 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 20.37 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Helmerich & Payne Inc* Energy 13.54 0.09
    Duke Energy Corp* Utilities -10.14 0.09
    Union Pacific Corp* Industrials 7.78 0.08
    Brixmor Property Group Inc* RealEstate -19.72 0.08
    International Business Machines * Technology -4.09 0.08
    Medtronic PLC* Healthcare 5.39 0.08
    Pfizer Inc* Healthcare 0.28 0.08
    Automatic Data Processing Inc* Industrials 10.54 0.08
    Bristol-Myers Squibb Company* Healthcare -12.68 0.08
    Campbell Soup Co* Consumer Defensive -27.10 0.08
    DDR Corp* RealEstate -16.63 0.08
    Exxon Mobil Corp* Energy -0.90 0.08
    Republic Services Inc Class A* Industrials -0.97 0.08
    3M Co* Industrials -14.31 0.07
    Amgen Inc* Healthcare 2.90 0.07
    Exelon Corp* Utilities 1.83 0.06
    Macy's Inc* Consumer Cyclical 36.31 0.06
    People's United Financial Inc* Financial Services 1.48 0.06
    Lazard Ltd Shs A* Financial Services 8.90 0.05
    MSC Industrial Direct Co Inc Cla* Industrials -1.24 0.05

    Best 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 8 --

    Worst 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 8 --

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 3.90
    Horizon Active Incom Scott E. Ladner 3.10
    Horizon Active Risk Scott E. Ladner 1.30
    Horizon Active Divid Ronald B. Saba 0.80

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 0.80
    Horizon Active Risk Scott E. Ladner 1.30
    Horizon Active Incom Scott E. Ladner 3.10
    Horizon Active Asset Ronald B. Saba 3.90