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HESGX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Horizon Defensive Core Investor (HESGX) Ownership - Who owns Horizon Defensive Core Investor?

The investment seeks to capture the majority of returns associated with U... Show more

Category: #Trading

Profile

Category
Tactical Allocation
Address
Horizon Funds13024 Ballantyne Corporate Place, Suite 225Charlotte
Phone
(704) 544-2399
Web
www.horizonmutualfunds.com

Details

Group
Alternative Funds
Category
Trading
Total Expense Ratio
0.95
Min. Initial Investment
2500.00
Fund Existence
over 5 years
Turnover
9.00
Front Load
N/A
Net Assets
511396000.00
Manager Tenure
N/A

Fundamentals

HESGX
Net Assets
511M
Fund Existence
over 5 years
Turnover
9.00
Total Expense Ratio
0.95
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Tactical Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.95
Assets in Top Ten Holdings
93.2M
Average Credit Quality
4
Average Effective Duration
0.15
Average Effective Maturity
0.15
Fund of Funds
No
Fund Share Class Net Assets
455M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.68
Modified Duration
0.15
No Load Fund
Yes
Number of Long Holdings
292.00
Number of Net Holdings
292.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
45.45%
Gain YTD
-2.003
Annual Yield % from dividends
0.30
Returns for 1 year
3.60
Returns for 3 years
45.13
Returns for 5 years
79.13
Returns for 10 years
N/A
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General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Horizon Funds13024 Ballantyne Corporate Place, Suite 225Charlotte
Phone
(704) 544-2399
Web
www.horizonmutualfunds.com