Horizon Active Risk Fund Quote
| ACRIX Fund | USD 27.34 0.19 0.69% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Horizon Active is trading at 27.34 as of the 12th of November 2024; that is 0.69 percent down since the beginning of the trading day. The fund's open price was 27.53. Horizon Active has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Horizon Active Risk are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2024 and ending today, the 12th of November 2024. Click here to learn more.
The fund seeks to achieve its objective by using a multi-discipline active asset allocation investment approach. The adviser executes its global securities allocation strategy by allocating assets across one or more sectors of the global securities markets. More on Horizon Active Risk
Moving together with Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Growth Funds, Tactical Allocation Funds, Tactical Allocation, Horizon Investments, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Horizon Active Risk [ACRIX] is traded in USA and was established 12th of November 2024. Horizon Active is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Horizon Investments family. This fund presently has accumulated 704.39 M in assets under management (AUM) with no minimum investment requirementsHorizon Active Risk is currently producing year-to-date (YTD) return of 17.76% with the current yeild of 0.01%, while the total return for the last 3 years was 3.56%.
Check Horizon Active Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Horizon Active Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Horizon Active Risk Mutual Fund Constituents
| SNPE | Xtrackers SP 500 | Etf | Large Blend | |
| EWJ | iShares MSCI Japan | Etf | Japan Stock | |
| VTV | Vanguard Value Index | Etf | Large Value | |
| DGRO | iShares Core Dividend | Etf | Large Value | |
| IVV | iShares Core SP | Etf | Large Blend | |
| FXI | iShares China Large Cap | Etf | China Region | |
| CHK | Chesapeake Energy | Stock | Energy | |
| SLYG | SPDR SP 600 | Etf | Small Growth |
Horizon Active Risk Risk Profiles
| Mean Deviation | 0.562 | |||
| Semi Deviation | 0.5739 | |||
| Standard Deviation | 0.737 | |||
| Variance | 0.5431 |
Horizon Active Against Markets
Other Information on Investing in Horizon Mutual Fund
Horizon Active financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Active security.
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