Horizon Defined Risk Fund Advisor Class
HADRX
NASDAQ
| Weiss Ratings | HADRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | HADRX-NASDAQ | Click to Compare |
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| Provider | Horizon Investments | |||
| Manager/Tenure (Years) | Scott E. Ladner (9), Michael Dickson (8), Zachary F. Hill (4) | |||
| Website | http://www.horizonmutualfunds.com | |||
| Fund Information | HADRX-NASDAQ | Click to Compare |
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| Fund Name | Horizon Defined Risk Fund Advisor Class | |||
| Category | Equity Hedged | |||
| Sub-Category | Options Trading | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 02, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 250.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HADRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.04% | |||
| Dividend | HADRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.21% | |||
| Asset Allocation | HADRX-NASDAQ | Click to Compare |
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| Cash | -0.31% | |||
| Stock | 100.34% | |||
| U.S. Stock | 99.80% | |||
| Non-U.S. Stock | 0.54% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.04% | |||
| Price History | HADRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | -0.31% | |||
| 60-Day Total Return | 1.98% | |||
| 90-Day Total Return | 2.31% | |||
| Year to Date Total Return | 7.21% | |||
| 1-Year Total Return | 9.85% | |||
| 2-Year Total Return | 22.10% | |||
| 3-Year Total Return | 42.95% | |||
| 5-Year Total Return | 49.29% | |||
| Price | HADRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HADRX-NASDAQ | Click to Compare |
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| Nav | $91.79 | |||
| 1-Month Low NAV | $91.14 | |||
| 1-Month High NAV | $92.31 | |||
| 52-Week Low NAV | $83.03 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $92.55 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | HADRX-NASDAQ | Click to Compare |
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| Beta | 0.42 | |||
| Standard Deviation | 5.62 | |||
| Balance Sheet | HADRX-NASDAQ | Click to Compare |
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| Total Assets | 1.10B | |||
| Operating Ratios | HADRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.19% | |||
| Turnover Ratio | 13.00% | |||
| Performance | HADRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.00% | |||
| Last Bear Market Total Return | -7.52% | |||