Horizon Investments Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return24.685.35-3.803.2412.50
    Category Average7.593.37-2.676.609.55
    Assets for Each Yr*0.340.560.760.881.04
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.50 4.56 8.14

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,038 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 2.48 -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 20.06 1.15 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    CSRA Inc* Technology -1.13 0.02
    Teradata Corp* Technology 18.59 0.02
    FLIR Systems Inc* Technology 20.36 0.02
    Acuity Brands Inc* Technology -29.53 0.01
    Bed Bath & Beyond Inc* Consumer Cyclical -46.96 0.01
    Akamai Technologies Inc* Technology -23.52 0.01
    Chesapeake Energy Corp* Energy -46.30 0.01
    Envision Healthcare Corp* Healthcare -35.77 0.01
    H&R Block Inc* Consumer Cyclical 11.96 0.01
    Iron Mountain Inc* Industrials 30.67 0.01
    Juniper Networks Inc* Technology -6.65 0.01
    Kohl's Corp* Consumer Cyclical -8.30 0.01
    Macerich Co* RealEstate -16.42 0.01
    NRG Energy Inc* Utilities 112.40 0.01
    Navient Corp* Financial Services -24.16 0.01
    NiSource Inc* Utilities 21.75 0.01
    Nordstrom Inc* Consumer Cyclical -10.04 0.01
    PulteGroup Inc* Consumer Cyclical 50.16 0.01
    Quanta Services Inc* Industrials 7.32 0.01
    Signet Jewelers Ltd* Consumer Cyclical -33.87 0.01

    Best 5-Year Relative Performance | More
    10-18-17

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 6 --

    Worst 5-Year Relative Performance | More
    10-18-17

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 6 --

    Lowest Expenses | More
    10-18-17

    Fund Name Expense Ratio Analyst Report  
    Horizon Active Income Invest 1.23 --
    Horizon Active Risk Assist® 1.42 --
    Horizon Active Asset Allocat 1.43 --

    Highest Expenses | More
    10-18-17

    Fund Name Expense Ratio Analyst Report  
    Horizon Active Asset Allocat 1.43 --
    Horizon Active Risk Assist® 1.42 --
    Horizon Active Income Invest 1.23 --

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Robbie J. Cannon 5.40
    Horizon Active Incom Robbie J. Cannon 4.10
    Horizon Active Risk Kevin W Blocker 3.10
    Horizon Active Divid Ronald B. Saba 0.80

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 0.80
    Horizon Active Risk Kevin W Blocker 3.10
    Horizon Active Incom Robbie J. Cannon 4.10
    Horizon Active Asset Robbie J. Cannon 5.40