Industry description
The investment seeks capital appreciation.
The fund seeks to achieve its investment objective by investing primarily in the equity securities of small and mid-cap U.S. companies. It employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. Under normal circumstances, the fund will invest not less than 80% of the value of its net assets in the equity securities of small and mid-cap U.S. issuers. Its investment adviser generally considers small and mid-cap issuers to be those that are within the range of the S&P 600 and S&P 400 indices, respectively, when purchased.
Market Cap
The average market capitalization across the Horizon Multi-Factor Small/Mid Cap Inv MF is 18.97B. The market cap for tickers in the group ranges from 11.64B to 26.62B. WSM holds the highest valuation in this group at 26.62B. The lowest valued company is BLD at 11.64B.
Volume
The average weekly volume growth across all stocks in the Horizon Multi-Factor Small/Mid Cap Inv MF was 13%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 202%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 41
Price Growth Rating: 45
SMR Rating: 31
Profit Risk Rating: 42
Seasonality Score: 45 (-100 ... +100)