Horizon Equity Premium Income FundHNDDX

MUTUAL FUNDHorizon
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$152.5M
Expense ratio
1.08%
1-year return
+19.7%
3 years, a year
+17.3%
5 years, a year
+11.7%
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 Inc5.03%
GOOGL Alphabet Inc4.96%
NVDA NVIDIA Corp4.93%
MSFT Microsoft Corp4.44%
AVGO Broadcom Inc3.36%
AMZN Amazon.com Inc2.38%
JPM JPMorgan Chase & Co2.33%
META Meta Platforms Inc2.22%
JNJ Johnson & Johnson1.99%
XOM Exxon Mobil Corp1.95%

More on HNDDX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.