Horizon Active Dividend Fund Quote
| HNDDX Fund | USD 69.61 0.63 0.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
Horizon Active is trading at 69.61 as of the 12th of May 2025; that is 0.91 percent up since the beginning of the trading day. The fund's open price was 68.98. Horizon Active has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of April 2025 and ending today, the 12th of May 2025. 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
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 | 31st of March 2025 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Active Dividend [HNDDX] is traded in USA and was established 12th of May 2025. 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 0.39% with the current yeild of 0.06%, while the total return for the last 3 years was 8.69%.
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
| IBM | International Business Machines | Stock | Information Technology | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| NRG | NRG Energy | Stock | Utilities | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| HMC | Honda Motor Co | Stock | Consumer Discretionary | |
| TPR | Tapestry | Stock | Consumer Discretionary | |
| FXFXX | First American Funds | Money Market Fund | US Money Market Fund |
Horizon Active Dividend Risk Profiles
| Mean Deviation | 1.06 | |||
| Standard Deviation | 1.75 | |||
| Variance | 3.05 | |||
| Risk Adjusted Performance | (0.06) |
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |