Horizon Investments Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-3.803.2416.89-7.21--
    Category Average-2.676.6013.35-7.412.97
    Assets for Each Yr*0.760.881.041.591.59
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.21 3.84 2.56

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,592 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 5.15 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 15.45 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Xilinx Inc* Technology 9.80 0.10
    JM Smucker Co* Consumer Defensive 12.09 0.09
    Allergan PLC* Healthcare 19.87 0.08
    Huntington Bancshares Inc* Financial Services 14.01 0.07
    Johnson Controls International P* Industrials 10.39 0.07
    PNC Financial Services Group Inc* Financial Services 7.95 0.07
    Advanced Micro Devices Inc* Technology 12.51 0.06
    Schlumberger Ltd* Energy 23.97 0.06
    Signet Jewelers Ltd* Consumer Cyclical -20.02 0.06
    Ventas Inc* RealEstate 4.18 0.06
    Chesapeake Energy Corp* Energy 41.43 0.05
    Citigroup Inc* Financial Services 21.24 0.05
    CoreSite Realty Corp* RealEstate 8.09 0.05
    Vornado Realty Trust* RealEstate 7.03 0.05
    CorEnergy Infrastructure Trust I* RealEstate 4.93 0.04
    KeyCorp* Financial Services 14.01 0.04
    CubeSmart* RealEstate 1.95 0.03
    Range Resources Corp* Energy 20.69 0.03
    Xerox Corp* Technology 18.57 0.03
    Assurant Inc* Financial Services 7.76 0.02

    Best 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 12 --
    Horizon Active Income Invest 100 --

    Worst 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 100 --
    Horizon Active Asset Allocat 12 --

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 4.60
    Horizon Active Incom Scott E. Ladner 3.80
    Horizon Active Risk Scott E. Ladner 2.00
    Horizon Active Divid Ronald B. Saba 1.40

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.40
    Horizon Active Risk Scott E. Ladner 2.00
    Horizon Active Incom Scott E. Ladner 3.80
    Horizon Active Asset Ronald B. Saba 4.60