Horizon Defined Risk Fund Quote
| HNDRX Fund | USD 76.65 0.29 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Horizon Defined is trading at 76.65 as of the 21st of March 2025; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 76.36. Horizon Defined has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The funds investment adviser seeks to achieve the funds investment objective by investing in a broadly diversified portfolio of equity securities , while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options . More on Horizon Defined Risk
Moving together with Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Blend Funds, Options Trading Funds, Options Trading, Horizon Investments, Large Blend, Options Trading (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Defined Risk [HNDRX] is traded in USA and was established 21st of March 2025. Horizon Defined is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Horizon Investments family. This fund currently has accumulated 479.61 M in assets under management (AUM) with minimum initial investment of 2.5 K. Horizon Defined Risk is currently producing year-to-date (YTD) return of 0.22% with the current yeild of 0.0%, while the total return for the last 3 years was 9.32%.
Check Horizon Defined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Horizon Defined Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Horizon Defined Risk Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FXFXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Horizon Defined Risk Risk Profiles
| Mean Deviation | 0.466 | |||
| Standard Deviation | 0.6022 | |||
| Variance | 0.3626 | |||
| Risk Adjusted Performance | (0.05) |
Horizon Defined Against Markets
Other Information on Investing in Horizon Mutual Fund
Horizon Defined financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Defined security.
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