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USRTX Fund | USD 32.97 0.12 0.36% |
Slightly above 62% of Horizon Defensive's investor base is looking to short. The analysis of overall sentiment of trading Horizon Defensive Equity mutual fund suggests that many investors are alarmed at this time. Horizon Defensive's investing sentiment can be driven by a variety of factors including economic data, Horizon Defensive's earnings reports, geopolitical events, and overall market trends.
Horizon |
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Horizon Defensive Fundamental Analysis
We analyze Horizon Defensive's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Horizon Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Horizon Defensive based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Cash Position Weight
Cash Position Weight Comparative Analysis
Horizon Defensive is currently under evaluation in cash position weight among similar funds. Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Horizon Defensive Equity Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Horizon Defensive mutual fund to make a market-neutral strategy. Peer analysis of Horizon Defensive could also be used in its relative valuation, which is a method of valuing Horizon Defensive by comparing valuation metrics with similar companies.
Peers
Horizon Defensive Related Equities
MBSAX | Multisector Bond | 0.35 | ||||
PRVBX | Versatile Bond | 0.29 | ||||
ANBIX | Ab Bond | 0.19 | ||||
MSTBX | Morningstar Defensive | 0.10 | ||||
SMAAX | Aig Government | 0.1 | ||||
MWCIX | Metropolitan West | 0.1 |
Other Information on Investing in Horizon Mutual Fund
Horizon Defensive 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 Defensive security.
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |