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.
Horizon Multi-Factor Small/Mid Cap Fund Advisor Class HSMBX
- NAV / 1-Day Return 44.82 / −0.53 %
- Total Assets 770.9M
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.220%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.25%
- Turnover 146%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HSMBX
Will HSMBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TechnipFMC PLC | 2.25 | 15M | Energy |
United Therapeutics Corp | 2.05 | 14M | Healthcare |
Casey's General Stores Inc | 1.99 | 13M | Consumer Cyclical |
Curtiss-Wright Corp | 1.90 | 13M | Industrials |
Alcoa Corp | 1.69 | 11M | Basic Materials |
Tenet Healthcare Corp | 1.66 | 11M | Healthcare |
Woodward Inc | 1.62 | 11M | Industrials |
Permian Resources Corp Class A | 1.60 | 11M | Energy |
Ovintiv Inc | 1.45 | 10M | Energy |
Toll Brothers Inc | 1.34 | 9M | Consumer Cyclical |
United States