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Horizon Defined Risk Investor (HNDRX)

79.03
+0.03
+(0.04%)
At close: 8:01:05 PM EDT
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  • Previous Close 79.00
  • YTD Return -0.99%
  • Expense Ratio 1.04%
  • Category Options Trading
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 724.19M
  • Beta (5Y Monthly) 0.44
  • Yield 0.09%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.07
  • Inception Date Dec 28, 2017

The fund's investment adviser seeks to achieve the fund's investment objective by investing in a broadly diversified portfolio of equity securities (the "Equity Portfolio"), while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options (the "Options Portfolio"). The Equity Portfolio typically focuses on investing in individual stocks. The Options Portfolio will generally consist of options "collars".

Horizon Investments

Fund Family

Options Trading

Fund Category

724.19M

Net Assets

2017-12-28

Inception Date

More about Horizon Defined Risk Investor

Performance Overview: HNDRX

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Trailing returns as of 5/29/2025. Category is Options Trading.

YTD Return

HNDRX
0.99%
Category
6.64%
 

1-Year Return

HNDRX
10.30%
Category
16.67%
 

3-Year Return

HNDRX
9.73%
Category
6.96%
 

5-Year Return

HNDRX
9.32%
Category
6.01%
 

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Holdings: HNDRX

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Sector Weightings

SectorHNDRX
Technology   31.00%
Financial Services   14.21%
Healthcare   11.19%
Consumer Cyclical   10.34%
Communication Services   9.33%
Industrials   7.46%
Consumer Defensive   6.03%
Energy   3.66%
Utilities   2.72%
Real Estate   2.27%
Basic Materials   1.79%
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Recent News: HNDRX

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Research Reports: HNDRX

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