Horizon Defensive Equity Fund Quote

USRAX Fund  USD 29.95  0.04  0.13%   

Performance

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Odds Of Distress

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Horizon Us is trading at 29.95 as of the 23rd of March 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 29.99. Horizon Us 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 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
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. More on Horizon Defensive Equity

Moving together with Horizon Mutual Fund

  0.77VTSAX Vanguard Total StockPairCorr
  0.78VFIAX Vanguard 500 IndexPairCorr
  0.76VTSMX Vanguard Total StockPairCorr
  0.77VITSX Vanguard Total StockPairCorr
  0.77VSMPX Vanguard Total StockPairCorr
  0.77VSTSX Vanguard Total StockPairCorr

Moving against Horizon Mutual Fund

  0.33TRV The Travelers CompaniesPairCorr

Horizon Mutual Fund Highlights

Fund ConcentrationLarge Blend, Horizon Investments, Large Value, Large Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of March 2023
Fiscal Year EndNovember
Horizon Defensive Equity [USRAX] is traded in USA and was established 23rd of March 2025. The fund is listed under Large Blend category and is part of Horizon Investments family. This fund at this time has accumulated 196.8 M in net assets with minimum initial investment of 2.5 K. Horizon Defensive Equity is currently producing year-to-date (YTD) return of 0.3% with the current yeild of 0.0%, while the total return for the last 3 years was 7.56%.
Check Horizon Us Probability Of Bankruptcy

Instrument Allocation

Top Horizon Defensive Equity Mutual Fund Constituents

AAPLApple IncStockInformation Technology
WUWestern Union CoStockFinancials
WMTWalmartStockConsumer Staples
ESEversource EnergyStockUtilities
UNHUnitedHealth Group IncorporatedStockHealth Care
WMWaste ManagementStockIndustrials
PGProcter GambleStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
More Details

Horizon Defensive Equity Risk Profiles

Horizon Us Against Markets

Other Information on Investing in Horizon Mutual Fund

Horizon Us 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 Us security.
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