A strength of Blue Horizon is that its product shelf of open-end and exchange-traded funds is, on average, offered at a minimal cost, suggesting that it considers what's best for its investor base. On average, fees for funds are in the second-lowest quintile of respective category peers. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average three-year Morningstar Rating is 2.0 stars.
Blue Horizon has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.