Morningstar

Horizon Multi-Factor U.S. Equity Fund Advisor Class USRTX

Morningstar Medalist Rating
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Medalist Rating as of See Horizon Investments Investment Hub
  • NAV / 1-Day Return $36.54  /  +0.03 %
  • Fund Size $738.8M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.170%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.16%
  • Turnover Ratio 134%
NAV and 1-Day Return as of

Morningstar’s Analysis USRTX

Will USRTX 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 USRTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USRTX 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 USRTX’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 U.S. Equity Advisor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings USRTX

More USRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

6.22 49M
Technology

Alphabet Inc Class A

5.45 43M
Communication Services

Apple Inc

5.21 41M
Technology

NVIDIA Corp

5.07 40M
Technology

Microsoft Corp

4.32 34M
Technology

Berkshire Hathaway Inc Class B

4.29 34M
Financial Services

Meta Platforms Inc Class A

2.91 23M
Communication Services

Johnson & Johnson

2.68 21M
Healthcare

ExxonMobil Holdings Corp

2.39 19M
Energy

Applied Materials Inc

2.30 18M
Technology

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