Horizon Investments Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-3.803.2416.89-7.219.32
    Category Average-3.127.4113.88-7.6012.93
    Assets for Each Yr*0.760.881.041.592.00
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.32 5.49 4.04

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,998 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 6.70 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 13.96 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Tapestry Inc* Consumer Cyclical -18.86 0.21
    Gilead Sciences Inc* Healthcare 4.81 0.19
    Skyworks Solutions Inc* Technology 18.17 0.19
    Intel Corp* Technology 1.82 0.17
    MetLife Inc* Financial Services 17.46 0.17
    WRKCo Inc A* Consumer Cyclical -4.62 0.16
    Gap Inc* Consumer Cyclical -27.49 0.15
    First Horizon National Corp* Financial Services 21.81 0.14
    Cardinal Health Inc* Healthcare 2.30 0.11
    Synovus Financial Corp* Financial Services 12.79 0.10
    News Corp B* Consumer Cyclical 26.06 0.06
    TripAdvisor Inc* Consumer Cyclical -24.32 0.05
    FLIR Systems Inc* Technology 9.53 0.04
    Xerox Corp* Technology 46.00 0.04
    Alliance Data Systems Corp* Financial Services 2.41 0.03
    Assurant Inc* Financial Services 38.34 0.03
    Arthur J. Gallagher & Co* Financial Services 23.31 0.03
    CenturyLink Inc* Communication Services -20.92 0.03
    Cincinnati Financial Corp* Financial Services 44.45 0.03
    Discovery Inc Class A* Consumer Cyclical 19.64 0.03

    Best 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Asset Allocat 16 --
    Horizon Active Income Invest 99 --

    Worst 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Horizon Active Income Invest 99 --
    Horizon Active Asset Allocat 16 --

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 5.10
    Horizon Active Incom Scott E. Ladner 4.40
    Horizon Active Risk Scott E. Ladner 2.60
    Horizon Active Divid Ronald B. Saba 2.00

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 2.00
    Horizon Active Risk Scott E. Ladner 2.60
    Horizon Active Incom Scott E. Ladner 4.40
    Horizon Active Asset Ronald B. Saba 5.10