Horizon Defensive Core Fund Advisor Class
HESAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Company Information
Provider
Horizon Investments
Manager/Tenure
(Years)
(Years)
Michael Dickson (6), Scott E. Ladner (6), Clark Allen (3)
Address
13024 Ballantyne Corporate Place
Charlotte NC - 28277
Charlotte NC - 28277
Country
United States
Phone Number
--
Investment Strategy
The investment seeks to capture the majority of returns associated with U.S. equity market investments, while mitigating downside risk through the use of a risk overlay strategy (the “Risk Assist® strategy”). The fund will utilize an active management strategy that invests primarily in common stocks of large and mid-cap U.S. companies that exhibit high quality and growth characteristics.