MENU
USRTX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Horizon Multi-Factor U.S. Equity Advisor (USRTX) Ownership - Who owns Horizon Multi-Factor U.S. Equity Advisor?

The investment seeks capital appreciation... Show more

Category: #Large Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.19
Min. Initial Investment
2500.00
Fund Existence
over 5 years
Turnover
164.00
Front Load
N/A
Net Assets
682206460.00
Manager Tenure
N/A

Fundamentals

USRTX
Net Assets
682M
Fund Existence
over 5 years
Turnover
164.00
Total Expense Ratio
1.19
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.19
Assets in Top Ten Holdings
116M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
9.42M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.80
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
160.00
Number of Net Holdings
160.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.98%
Gain YTD
10.073
Annual Yield % from dividends
0.15
Returns for 1 year
7.93
Returns for 3 years
33.70
Returns for 5 years
32.30
Returns for 10 years
N/A
View a ticker or compare two or three
Interact to see
Advertisement
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeBlend

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