Horizon Multi-Factor Small/Mid Cap Fund Investor Class
HSMNX
NASDAQ
Weiss Ratings | HSMNX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Weak | |||
Reward Grade | D+ | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | HSMNX-NASDAQ | Click to Compare |
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Provider | Horizon Investments | |||
Manager/Tenure (Years) | Michael Dickson (2), Zachary F. Hill (2), Scott E. Ladner (2) | |||
Website | http://www.horizonmutualfunds.com | |||
Fund Information | HSMNX-NASDAQ | Click to Compare |
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Fund Name | Horizon Multi-Factor Small/Mid Cap Fund Investor Class | |||
Category | Small Blend | |||
Sub-Category | US Equity Small Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Dec 20, 2022 | |||
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 | HSMNX-NASDAQ | Click to Compare |
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Dividend Yield | 0.14% | |||
Dividend | HSMNX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.80% | |||
Asset Allocation | HSMNX-NASDAQ | Click to Compare |
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Cash | 0.35% | |||
Stock | 99.66% | |||
U.S. Stock | 96.93% | |||
Non-U.S. Stock | 2.73% | |||
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 | HSMNX-NASDAQ | Click to Compare |
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7-Day Total Return | 2.42% | |||
30-Day Total Return | 1.18% | |||
60-Day Total Return | 8.17% | |||
90-Day Total Return | 6.32% | |||
Year to Date Total Return | 0.68% | |||
1-Year Total Return | 11.17% | |||
2-Year Total Return | 38.56% | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | HSMNX-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 | HSMNX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $35.74 | |||
1-Month High NAV | $36.70 | |||
52-Week Low NAV | $30.88 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $40.59 | |||
52-Week High Price (Date) | Nov 25, 2024 | |||
Beta / Standard Deviation | HSMNX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | HSMNX-NASDAQ | Click to Compare |
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Total Assets | 454.09M | |||
Operating Ratios | HSMNX-NASDAQ | Click to Compare |
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Expense Ratio | 1.09% | |||
Turnover Ratio | 107.00% | |||
Performance | HSMNX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 23.04% | |||
Last Bear Market Total Return | -- | |||