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USRTX
Mutual Fund ticker: NASDAQ
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USRTX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing primarily in large and mid-cap U.S. common stocks, and employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. The fund will invest not less than 80% of the value of its net assets in the equity securities of U.S. companies.

Market Cap

The average market capitalization across the Horizon Multi-Factor U.S. Equity Advisor MF is 1.45T. The market cap for tickers in the group ranges from 451.47B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is UNH at 451.47B.

Volume

The average weekly volume growth across all stocks in the Horizon Multi-Factor U.S. Equity Advisor MF was 42%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 57
Price Growth Rating: 36
SMR Rating: 37
Profit Risk Rating: 10
Seasonality Score: 15 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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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