Horizon Multi-Factor U.S. Equity FundUSRIX

MUTUAL FUNDHorizon
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$736.9M
Expense ratio
0.92%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
160

What it aims to do.

The investment objective of the Horizon Multi-Factor U.S. Equity Fund (the Multi-Factor U.S. Equity Fund or the Fund) is capital appreciation.

Top 10 holdings.

Holding% of fund
GOOGL Alphabet Inc5.33%
AAPL Apple Inc4.60%
NVDA NVIDIA Corp4.58%
MSFT Microsoft Corp3.71%
AVGO Broadcom Inc3.60%
BRK-B Berkshire Hathaway Inc3.44%
LLY Eli Lilly & Co2.60%
JNJ Johnson & Johnson2.60%
MU Micron Technology Inc2.35%
XOM Exxon Mobil Corp1.79%

More on USRIX.

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