Horizon Equity Premium Income FundHADUX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$152.5M
Expense ratio
1.24%
1-year return
+19.5%
3 years, a year
+17.1%
5 years, a year
+11.5%
Holdings
206
What it aims to do.
The investment objective of the Horizon Equity Premium Income Fund (the Equity Premium Income Fund or the Fund) is capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc | 5.03% |
| GOOGL Alphabet Inc | 4.96% |
| NVDA NVIDIA Corp | 4.93% |
| MSFT Microsoft Corp | 4.44% |
| AVGO Broadcom Inc | 3.36% |
| AMZN Amazon.com Inc | 2.38% |
| JPM JPMorgan Chase & Co | 2.33% |
| META Meta Platforms Inc | 2.22% |
| JNJ Johnson & Johnson | 1.99% |
| XOM Exxon Mobil Corp | 1.95% |
More on HADUX.
- HADUX overview
- HADUX holdings
- HADUX risk
- HADUX costs
- HADUX money in and out
- HADUX share classes
- Compare HADUX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.