Horizon Spin Off And Fund Quote
| LSHAX Fund | USD 36.75 0.65 1.74% |
PerformanceVery Weak
| Odds Of DistressLow
|
Horizon Spin-off is trading at 36.75 as of the 7th of May 2025; that is 1.74 percent down since the beginning of the trading day. The fund's open price was 37.4. Horizon Spin-off has about a 23 % 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 6th of February 2025 and ending today, the 7th of May 2025. Click here to learn more.
The fund will pursue its investment objective by investing at least 80 percent of its net assets in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. More on Horizon Spin Off And
Moving together with HORIZON Mutual Fund
HORIZON Mutual Fund Highlights
| Fund Concentration | Kinetics Funds, Large Funds, Miscellaneous Sector Funds, Miscellaneous Sector, Kinetics (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Horizon Spin Off And [LSHAX] is traded in USA and was established 7th of May 2025. Horizon Spin-off is listed under Kinetics category by Fama And French industry classification. The fund is listed under Miscellaneous Sector category and is part of Kinetics family. This fund now has accumulated 21.85 M in assets with minimum initial investment of 2.5 K. Horizon Spin Off is currently producing year-to-date (YTD) return of 16.51% with the current yeild of 0.01%, while the total return for the last 3 years was 33.05%.
Check Horizon Spin-off 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 Spin Off And 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 Spin Off And Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials | |
| IEP | Icahn Enterprises LP | Stock | Industrials | |
| SATS | EchoStar | Stock | Information Technology | |
| TPL | Texas Pacific Land | Stock | Energy | |
| PYPL | PayPal Holdings | Stock | Financials | |
| MAS | Masco | Stock | Industrials | |
| LBRDA | Liberty Broadband Srs | Stock | Communication Services | |
| AC | Associated Capital Group | Stock | Financials |
Horizon Spin Off Risk Profiles
| Mean Deviation | 2.54 | |||
| Semi Deviation | 3.99 | |||
| Standard Deviation | 3.55 | |||
| Variance | 12.62 |
Horizon Spin-off Against Markets
Other Information on Investing in HORIZON Mutual Fund
Horizon Spin-off 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 Spin-off security.
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