Horizon Investments Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-3.803.2416.89-7.213.62
    Category Average-3.127.4113.88-7.607.23
    Assets for Each Yr*0.760.881.041.591.85
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.62 4.86 2.98

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,848 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 6.19 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 14.69 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    The Home Depot Inc* Consumer Cyclical 22.34 0.17
    International Business Machines * Technology 22.79 0.15
    Allergan PLC* Healthcare -8.63 0.15
    General Motors Co* Consumer Cyclical 11.99 0.11
    Broadcom Inc* Technology 10.39 0.07
    Xerox Corp* Technology 77.83 0.04
    TripAdvisor Inc* Consumer Cyclical -14.15 0.03
    Quanta Services Inc* Industrials 27.77 0.03
    The Interpublic Group of Compani* Consumer Cyclical 9.99 0.03
    IPG Photonics Corp* Technology 22.16 0.03
    Alliance Data Systems Corp* Financial Services -7.54 0.02
    Apartment Investment & Managemen* RealEstate 19.18 0.02
    Foot Locker Inc* Consumer Cyclical -19.80 0.02
    H&R Block Inc* Consumer Cyclical 13.20 0.02
    Goodyear Tire & Rubber Co* Consumer Cyclical -25.48 0.02
    Perrigo Co PLC* Healthcare 14.25 0.02
    Pentair PLC* Industrials -3.34 0.02
    Invesco Ltd* Financial Services 25.21 0.02
    MSCI Inc* Financial Services 59.23 0.01
    JM Smucker Co* Consumer Defensive 30.82 0.01

    Best 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 12 --
    Horizon Active Income Invest 98 --

    Worst 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 98 --
    Horizon Active Asset Allocat 12 --

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 5.00
    Horizon Active Incom Scott E. Ladner 4.20
    Horizon Active Risk Scott E. Ladner 2.40
    Horizon Active Divid Ronald B. Saba 1.80

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.80
    Horizon Active Risk Scott E. Ladner 2.40
    Horizon Active Incom Scott E. Ladner 4.20
    Horizon Active Asset Ronald B. Saba 5.00