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USRTX
Mutual Fund ticker: NASDAQ
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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
1.22
Min. Initial Investment
2500.00
Fund Existence
about 5 years
Turnover
164.00
Front Load
N/A
Net Assets
579999100.00
Manager Tenure
N/A

Fundamentals

USRTX
Net Assets
580M
Fund Existence
about 5 years
Turnover
164.00
Total Expense Ratio
1.22
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
1.22
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
9.56M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.80
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
157.00
Number of Net Holdings
158.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
38.26%
Gain YTD
-0.462
Annual Yield % from dividends
0.16
Returns for 1 year
-2.24
Returns for 3 years
11.47
Returns for 5 years
43.92
Returns for 10 years
N/A
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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