Horizon Defined Risk Fund Investor Class
HNDRX
NASDAQ
| Weiss Ratings | HNDRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | HNDRX-NASDAQ | Click to Compare |
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| Provider | Horizon Investments | |||
| Manager/Tenure (Years) | Scott E. Ladner (8), Michael Dickson (7), Zachary F. Hill (3) | |||
| Website | http://www.horizonmutualfunds.com | |||
| Fund Information | HNDRX-NASDAQ | Click to Compare |
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| Fund Name | Horizon Defined Risk Fund Investor Class | |||
| Category | Equity Hedged | |||
| Sub-Category | Options Trading | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 28, 2017 | |||
| 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 | HNDRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.09% | |||
| Dividend | HNDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.52% | |||
| Asset Allocation | HNDRX-NASDAQ | Click to Compare |
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| Cash | 0.53% | |||
| Stock | 99.47% | |||
| U.S. Stock | 98.93% | |||
| 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 | 0.00% | |||
| Price History | HNDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.30% | |||
| 30-Day Total Return | 2.47% | |||
| 60-Day Total Return | 5.47% | |||
| 90-Day Total Return | 5.52% | |||
| Year to Date Total Return | 4.21% | |||
| 1-Year Total Return | 11.25% | |||
| 2-Year Total Return | 28.07% | |||
| 3-Year Total Return | 42.34% | |||
| 5-Year Total Return | 61.89% | |||
| Price | HNDRX-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 | HNDRX-NASDAQ | Click to Compare |
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| Nav | $80.66 | |||
| 1-Month Low NAV | $78.71 | |||
| 1-Month High NAV | $80.66 | |||
| 52-Week Low NAV | $70.25 | |||
| 52-Week Low NAV (Date) | Aug 05, 2024 | |||
| 52-Week High NAV | $80.66 | |||
| 52-Week High Price (Date) | Jun 27, 2025 | |||
| Beta / Standard Deviation | HNDRX-NASDAQ | Click to Compare |
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| Beta | 0.44 | |||
| Standard Deviation | 7.45 | |||
| Balance Sheet | HNDRX-NASDAQ | Click to Compare |
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| Total Assets | 763.95M | |||
| Operating Ratios | HNDRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.04% | |||
| Turnover Ratio | 8.00% | |||
| Performance | HNDRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.18% | |||
| Last Bear Market Total Return | -7.46% | |||