USRTX

AS OF

Nov 28 closing price

Price

$34.96

Change

+$0.12 (+0.34%)

Net Assets

730.5M

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USRTX

Mutual Fund ticker: NASDAQ

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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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

USRTX

Net Assets

730M

Fund Existence

almost 6 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

Fund Share Class Net Assets

7.72M

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

161.00

Number of Net Holdings

162.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.36%

Gain YTD

15.456

Annual Yield % from dividends

0.14

Returns for 1 year

2.09

Returns for 3 years

37.30

Returns for 5 years

30.47

Returns for 10 years

N/A

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General Information

Category LargeBlend

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Fundamentals

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