The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), NVIDIA Corp (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Johnson & Johnson (NYSE:JNJ), Procter & Gamble Company (NYSE:PG).
The investment seeks to generate comparable returns, before fees and expenses, to the MSCI USA ESG Leaders Index that is designed to measure the performance of the large and mid-cap segments of the U.S. market and that screens companies with regards to certain ESG criteria for the equity portion of the fund’s portfolio, while mitigating downside risk by allocating a portion of the fund’s portfolio to a risk overlay strategy.
Under normal circumstances, substantially all (at least 80%) of the value of the fund’s net assets will be invested in a combination of equity securities included in the index and Defensive Investments.
The average market capitalization across the Horizon Defensive Core Investor MF is 730.26B. The market cap for tickers in the group ranges from 358.93B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is PG at 358.93B.
The average weekly volume growth across all stocks in the Horizon Defensive Core Investor MF was 102%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 36
Price Growth Rating: 39
SMR Rating: 31
Profit Risk Rating: 20
Seasonality Score: 8 (-100 ... +100)