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USRTX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$29.07
Change
-$1.07 (-3.55%)
Net Assets
580M

USRTX Horizon Multi-Factor U.S. Equity Advisor Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

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

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Broadcom Inc. (NASDAQ:AVGO), 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 1.33T. The market cap for tickers in the group ranges from 451.47B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. 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 57%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 57
Price Growth Rating: 54
SMR Rating: 31
Profit Risk Rating: 16
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

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
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USRTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, USRTX has been closely correlated with FXAIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if USRTX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To USRTX
1D Price
Change %
USRTX100%
N/A
FXAIX - USRTX
92%
Closely correlated
N/A
VSMPX - USRTX
90%
Closely correlated
N/A
VTSAX - USRTX
90%
Closely correlated
N/A
VTSMX - USRTX
90%
Closely correlated
N/A
VSTSX - USRTX
90%
Closely correlated
N/A
More