Horizon Investments Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return5.35-3.803.2416.896.14
    Category Average3.37-2.676.6013.353.04
    Assets for Each Yr*0.560.760.881.041.53
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 6.14 8.69 7.31

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,533 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 2.61 1.17 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 18.23 1.14 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Allergan PLC* Healthcare 16.27 0.10
    General Mills Inc* Consumer Defensive -22.85 0.10
    Conagra Brands Inc* Consumer Defensive -0.03 0.09
    CVS Health Corp* Healthcare 10.98 0.08
    PacWest Bancorp* Financial Services 2.84 0.08
    Clorox Co* Consumer Defensive 3.15 0.07
    Schlumberger Ltd* Energy -6.91 0.07
    CoreSite Realty Corp* RealEstate 2.41 0.06
    Newell Brands Inc* Consumer Defensive -27.73 0.06
    Ryman Hospitality Properties Inc* RealEstate 29.24 0.06
    Camden Property Trust* RealEstate 2.76 0.05
    Brixmor Property Group Inc* RealEstate -2.38 0.05
    PNC Financial Services Group Inc* Financial Services -0.21 0.05
    Procter & Gamble Co* Consumer Defensive -6.26 0.05
    Independence Realty Trust Inc* RealEstate 4.86 0.04
    Juniper Networks Inc* Technology 4.35 0.03
    Macerich Co* RealEstate -11.56 0.03
    Patterson Companies Inc* Healthcare -28.15 0.03
    Qorvo Inc* Technology 15.33 0.03
    The Western Union Co* Financial Services 0.84 0.03

    Best 5-Year Relative Performance | More
    09-19-18

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

    Worst 5-Year Relative Performance | More
    09-19-18

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

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Asset Ronald B. Saba 4.20
    Horizon Active Incom Scott E. Ladner 3.50
    Horizon Active Risk Scott E. Ladner 1.70
    Horizon Active Divid Ronald B. Saba 1.10

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Horizon Active Divid Ronald B. Saba 1.10
    Horizon Active Risk Scott E. Ladner 1.70
    Horizon Active Incom Scott E. Ladner 3.50
    Horizon Active Asset Ronald B. Saba 4.20