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HNDRX Horizon Defined Risk Investor Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA).

Industry description

The investment seeks capital appreciation and capital preservation. The fund's investment adviser seeks to achieve the fund's investment objective by investing in a broadly diversified portfolio of equity securities (the "Equity Portfolio"), while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options (the "Options Portfolio"). The Equity Portfolio typically focuses on investing in individual stocks. The Options Portfolio will generally consist of options "collars".

Market Cap

The average market capitalization across the Horizon Defined Risk Investor MF is 2.02T. The market cap for tickers in the group ranges from 559.85B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TSLA at 559.85B.

Volume

The average weekly volume growth across all stocks in the Horizon Defined Risk Investor MF was -20%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 73
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 20
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Options Trading
Address
Horizon Funds13024 Ballantyne Corporate Place, Suite 225Charlotte
Phone
(704) 544-2399
Web
www.horizonmutualfunds.com
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HNDRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HNDRX has been closely correlated with JHQAX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if HNDRX jumps, then JHQAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HNDRX
1D Price
Change %
HNDRX100%
-0.19%
JHQAX - HNDRX
69%
Closely correlated
-0.22%
JHQRX - HNDRX
69%
Closely correlated
-0.22%
JHEQX - HNDRX
69%
Closely correlated
-0.25%
JHQPX - HNDRX
68%
Closely correlated
-0.22%
JHQCX - HNDRX
67%
Closely correlated
-0.22%