Horizon Defensive Equity Fund Quote
| USRTX Fund | USD 32.58 0.06 0.18% |
PerformanceStrong
| Odds Of DistressLow
|
Horizon Us is trading at 32.58 as of the 20th of July 2025; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 32.64. Horizon Us has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in large and mid-cap U.S. common stocks, and employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. More on Horizon Defensive Equity
Moving together with Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Blend Funds, Large Blend, Horizon Investments (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Defensive Equity [USRTX] is traded in USA and was established 20th of July 2025. Horizon Us is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Horizon Investments family. This fund at this time has accumulated 196.8 M in net assets with no minimum investment requirementsHorizon Defensive Equity is currently producing year-to-date (YTD) return of 7.6% with the current yeild of 0.0%, while the total return for the last 3 years was 15.21%.
Check Horizon Us 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 Defensive Equity 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 Defensive Equity Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples |
Horizon Defensive Equity Risk Profiles
| Mean Deviation | 0.5869 | |||
| Semi Deviation | 0.48 | |||
| Standard Deviation | 0.7715 | |||
| Variance | 0.5952 |
Horizon Us Against Markets
Other Information on Investing in Horizon Mutual Fund
Horizon Us 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 Us security.
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