Horizon Multi-Factor Small/Mid Cap FundHSMBX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$682.7M
Expense ratio
1.22%
1-year return
+17.6%
3 years, a year
+18.1%
5 years, a year
—
Holdings
302
What it aims to do.
The investment objective of the Horizon Multi-Factor Small/Mid Cap Fund (the Multi-Factor Small/Mid Cap Fund or the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CIEN Ciena Corp | 2.94% |
| TechnipFMC PLC | 2.38% |
| UTHR United Therapeutics Corp | 2.04% |
| CW Curtiss-Wright Corp | 1.93% |
| COKE Coca-Cola Consolidated Inc | 1.48% |
| JLL Jones Lang LaSalle Inc | 1.39% |
| ATI ATI Inc | 1.33% |
| AA Alcoa Corp | 1.28% |
| MLI Mueller Industries Inc | 1.26% |
| NLY Annaly Capital Management Inc | 1.21% |
More on HSMBX.
- HSMBX overview
- HSMBX holdings
- HSMBX risk
- HSMBX costs
- HSMBX money in and out
- HSMBX share classes
- Compare HSMBX 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.