Horizon Defined Risk FundHNDRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$984.3M
Expense ratio
1.04%
1-year return
+10.7%
3 years, a year
+13.2%
5 years, a year
+8.8%
Holdings
516
What it aims to do.
The investment objective of the Horizon Defined Risk Fund (the Defined Risk Fund or the Fund) is capital appreciation and capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 6.40% |
| First American Government Obli | 6.11% |
| Roundhill Magnificent Seven ET | 5.87% |
| AAPL Apple Inc | 5.78% |
| MSFT Microsoft Corp | 4.21% |
| AMZN Amazon.com Inc | 2.56% |
| AVGO Broadcom Inc | 2.52% |
| GOOGL Alphabet Inc | 2.46% |
| GOOG Alphabet Inc | 1.99% |
| META Meta Platforms Inc | 1.61% |
More on HNDRX.
- HNDRX overview
- HNDRX holdings
- HNDRX risk
- HNDRX costs
- HNDRX money in and out
- HNDRX share classes
- Compare HNDRX 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.