Morningstar

Horizon Multi-Factor Small/Mid Cap Fund Advisor Class HSMBX

Morningstar Medalist Rating
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Medalist Rating as of See Horizon Investments Investment Hub
  • NAV / 1-Day Return $45.91  /  −0.61 %
  • Fund Size $793.7M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.220%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.24%
  • Turnover Ratio 146%
NAV and 1-Day Return as of

Morningstar’s Analysis HSMBX

Will HSMBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSMBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSMBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSMBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Multi-Factor Small/Mid Cap Adv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HSMBX

More HSMBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TD Synnex Corp

1.88 15M
Technology

United Therapeutics Corp

1.49 12M
Healthcare

Ovintiv Inc

1.46 12M
Energy

Neurocrine Biosciences Inc

1.45 11M
Healthcare

East West Bancorp Inc

1.35 11M
Financial Services

RenaissanceRe Holdings Ltd

1.34 11M
Financial Services

Reinsurance Group of America Inc

1.32 10M
Financial Services

Twilio Inc Class A

1.31 10M
Technology

Permian Resources Corp Class A

1.29 10M
Energy

Woodward Inc

1.25 10M
Industrials

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