Horizon Active Dividend Fund Quote
| HNDDX Fund | USD 75.02 0.34 0.46% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Horizon Active is trading at 75.02 as of the 25th of November 2024; that is 0.46 percent up since the beginning of the trading day. The fund's open price was 74.68. Horizon Active has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Horizon Active Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in the equity securities of U.S. and foreign dividend paying companies. Equity securities include common and preferred stock, convertible debt securities, ADRs, and REITs. More on Horizon Active Dividend
Moving together with Horizon Mutual Fund
| 0.87 | ARANX | Horizon Active Risk | PairCorr |
| 0.87 | ARAAX | Horizon Active Risk | PairCorr |
| 0.9 | AAANX | Horizon Active Asset | PairCorr |
| 0.99 | HNDRX | Horizon Defined Risk | PairCorr |
| 0.87 | ACRIX | Horizon Active Risk | PairCorr |
Moving against Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Value Funds, Derivative Income Funds, Derivative Income, Horizon Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Active Dividend [HNDDX] is traded in USA and was established 25th of November 2024. Horizon Active is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Horizon Investments family. This fund currently has accumulated 99.38 M in assets under management (AUM) with minimum initial investment of 2.5 K. Horizon Active Dividend is currently producing year-to-date (YTD) return of 24.78% with the current yeild of 0.03%, while the total return for the last 3 years was 8.56%.
Check Horizon Active 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 Active Dividend 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 Active Dividend Mutual Fund Constituents
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| NRG | NRG Energy | Stock | Utilities | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| NTTYY | Nippon Telegraph and | Pink Sheet | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| BG | Bunge Limited | Stock | Consumer Staples | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| CS | Credit Suisse Group | Stock | Financials |
Horizon Active Dividend Risk Profiles
| Mean Deviation | 0.4587 | |||
| Semi Deviation | 0.4672 | |||
| Standard Deviation | 0.6367 | |||
| Variance | 0.4054 |
Horizon Active Against Markets
Other Information on Investing in Horizon Mutual Fund
Horizon Active 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 Active security.
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